Strategic Alliances

Eagle Strategies LLC

Through Eagle Strategies, John “KJ” Balele can  provide 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.

New York Life

The Financial and Insurance Professionals of Reveal Wealth are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 10/20/2022.)


CRUMP is a third party unaffiliated insurance brokerage general agency that allows the sale of life and individual disability income insurance products from outside carriers when a New York Life policy is not available for our clients’ needs and specific situation.