skip to main content
Main Menu
Alpha Solutions Group logo
  • WHO WE ARE
    • THE ALPHA DIFFERENCE
    • MEET OUR TEAM
    • ABOUT OUR FOUNDER
    • ALPHA AT A GLANCE
    • STRATEGIC ALLIANCES
  • HOW WE HELP
    • TYPICAL CLIENTS
    • HOLISTIC PROCESS
    • AREAS OF EXPERTISE
  • EDUCATION & RESOURCES
    • HELPFUL LINKS
  • GET IN TOUCH
    • CONTACT INFORMATION
  • CLIENT LOGIN
    • EMONEY
    • NYL ONLINE ACCOUNT
    • EAGLE STRATEGIES
    • MAINSTAY MUTUAL FUNDS
    • ENVESTNET

Effective financial planning1 can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.

Eagle Logo (Blue)

Through Eagle Strategies, William “BG” Groff, David Ponder, Varda Fink, Jessie Washington, and Brian Hardman 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.

Learn more about Eagle Strategies LLC
Advanced Planning Group logo

The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, 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 William “BG” Groff and his fellow financial professionals can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with yourf own advisors for legal, tax and accounting advice.

Proud NYL Logo

William “BG” Groff and his fellow financial professionals 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 company in the United States, and has received 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 6/22/2022.)

Ash Brokerage Logo

Ash Brokerage is an unaffiliated privately owned, family-operated insurance brokerage general agency. Ash provides us with a multitude of products and support for life insurance, long-term care, disability income, and annuities, not available through New York Life or its subsidiaries. Our partnership with Ash complements our mission to provide our clients with objective solutions to suit their individual needs.

Crump logo

Crump® is a third party unaffiliated insurance brokerage general agency.  They provide William “BG” Groff the ability to sell life insurance, long-term care insurance, disability income and annuities outside of New York Life.  William “BG” Groff's relationship with Crump® enhances our mission of creating solutions that work best for our clients.

Math Doesn't Lie.™

For more information about our firm and how we may be of service to you, please click the contact us button below.

Contact Us
Disclosure

William Groff IV is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4025707), CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, MA, MD, ME, MI, NC, NE, NJ, NM, NY, OH, PA, SC, TN, TX, VA, VT, WI, and WY. No insurance business may be conducted outside the states referenced.

William Groff IV is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 6905 Rockledge Dr Ste 900, Bethesda, MD, 20817. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MS, NC, NE, NJ, NM, NY, OH, PA, SC, TX, VA, VT, WA, WI, WV, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

William Groff IV is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, ME, MI, MS, NC, NE, NJ, NM, NY, OH, PA, SC, TX, VA, VT, WA, WI, WV, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

David Ponder is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of DC, FL, MD, SC, and VA. No insurance business may be conducted outside the states referenced.

David Ponder is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4158 Cadle Creek Rd, Edgewater, MD, 21037, 443-994-8651. In this regard, this communication is strictly intended for individuals residing in the states of DC, DE, FL, MD, SC, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

David Ponder is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of DC, DE, FL, MD, SC, VA, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Varda Fink is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0C78473), CO, CT, DC, FL, GA, MA, MD, MS, NC, ND, NJ, NY, PA, SC, TX, VA, and WV. No insurance business may be conducted outside the states referenced.

Varda Fink is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 6905 Rockledge Dr Ste 900, Bethesda, MD, 20817. In this regard, this communication is strictly intended for individuals residing in the states of CA, DC, FL, MA, MD, ME, NC, NJ, NY, PA, SC, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Varda Fink is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, DC, FL, MA, MD, ME, NC, NJ, NY, PA, SC, VA, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

Brian Hardman is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, DC, DE, FL, MD, NC, NJ, PA, RI, SC, TX, VA, VT, and WA. No insurance business may be conducted outside the states referenced.

Brian Hardman is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 910 Kentmorr Rd # B, Stevensville, MD, 21666, 410-643-8001. In this regard, this communication is strictly intended for individuals residing in the states of AZ, DC, DE, FL, MD, NC, NH, OH, PA, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Brian Hardman is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, DC, DE, FL, MD, NC, NH, OH, PA, SC, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Louis Bosse IV is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CO, CT, DC, DE, FL, GA, HI, IL, MA, MD, ME, MI, NC, OH, PA, TN, TX, UT, VA, and WV. No insurance business may be conducted outside the states referenced.

Louis Bosse IV is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2918 Ebbwood Dr, Ellicott City, MD, 21042, 410-218-9856. In this regard, this communication is strictly intended for individuals residing in the states of DE, FL, HI, MA, MD, NC, VA, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Louis Bosse IV is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of DE, FL, HI, MA, MD, NC, VA, and WV. As such, these services are strictly intended for individuals residing in the states referenced.

Jessie Washington is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of DC, DE, FL, MA, MD, PA, SC, TN, TX, VA, WA, and WV. No insurance business may be conducted outside the states referenced.

Jessie Washington is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4000 Ponce De Leon Blvd Ste 470, Coral Gables, FL, 33146, 202-286-3636. In this regard, this communication is strictly intended for individuals residing in the states of DC, DE, FL, MA, MD, PA, TN, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Jessie Washington is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of DC, DE, FL, GA, MA, MD, PA, TN, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Edward Hawley is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0G36634), CO, DC, FL, IL, IN, MA, MD, ME, MI, NJ, NV, NY, OH, SC, TN, TX, and VA. No insurance business may be conducted outside the states referenced.

Edward Hawley is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 500 W Madison St Ste 1725, Chicago, IL, 60661, 323-804-6503. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, DC, FL, IL, IN, MD, ME, MI, NJ, NV, NY, OH, TX, VA, WI, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Edward Hawley is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, DC, FL, IL, IN, MD, ME, MI, NJ, NV, NY, OH, TX, VA, WI, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
  • WHO WE ARE
    • THE ALPHA DIFFERENCE
    • MEET OUR TEAM
    • ABOUT OUR FOUNDER
    • ALPHA AT A GLANCE
    • STRATEGIC ALLIANCES
  • HOW WE HELP
    • TYPICAL CLIENTS
    • HOLISTIC PROCESS
    • AREAS OF EXPERTISE
  • EDUCATION & RESOURCES
    • HELPFUL LINKS
  • GET IN TOUCH
    • CONTACT INFORMATION
  • CLIENT LOGIN
    • EMONEY
    • NYL ONLINE ACCOUNT
    • EAGLE STRATEGIES
    • MAINSTAY MUTUAL FUNDS
    • ENVESTNET

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices