Our Resources

 

 

 

The Nautilus Group® is a unique organization that provides dedicated support in business and estate planning for a carefully selected group of financial professionals who work with high net worth families and business owners on estate, business and charitable planning objectives.

As a Member Agent of The Nautilus Group®, Pat has exclusive access to an experienced team of professionals with credentials in law, taxation, accounting, business, insurance, finance and philanthropic planning.

* The Nautilus Group® is a service of New York Life Insurance Company. New York Life Insurance Company, its agents, employees and affiliates do not provide tax legal or accounting advice.

 


 

Eagle Strategies provides Pat Vivier Financial Group with professional oversight of fee-based financial planning and investment advisory practices. 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.
 


 

We work with New York Life Retirement Plan Services to help clients offer compelling executive benefit plans, driving value for executives, organizations and shareholders. This team of professionals brings legal, tax, actuarial, and plan design experience to help our clients win the executive talent war while controlling the bottom line. Plus, their industry-based client service structure helps them bring relevant, “insider”-type insights to their client relationships.