Working with Other Professionals

At Dotch Financial and Insurance Services, Inc., we work with attorneys, accountants, trust officers and other financial professionals to better serve the needs of our clients. This collaborative approach gives our clients the most comprehensive service available. When you partner with Dotch Financial and Insurance Services, Inc., you can rest assured that we will work with you to develop a mutually agreeable process for interacting with our shared clients.

We know that every organization has different methods and preferences for how communication is handled, so we are flexible and adaptable in order to effectively meet the needs of our clients within a cohesive team environment. We will always maintain open lines of communication and keep you apprised of all developments. We are a results-oriented firm, and we will deliver creative and effective solutions for your clients in the areas of business, estate, succession, and tax planning.

We invite you to explore our website to gain a clearer understanding of our team and the resources we bring to the table. If you have questions or would like to discuss a particular client that we may be of assistance with, please don't hesitate to contact us.

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Eagle Strategies LLC

 

Through Eagle Strategies, Norman Dotch provides fee-based financial planning, investment advisory services and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life Insurance Company.

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The Advanced Planning Group

The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial service, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Norman Dotch can bring experience, value and insight to your planning situation. The Advanced Planning Group does not provide specific legal, tax or accounting advice.