Special Needs Planning

Mark S. Stratton is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of AL, AR (Stratton AR Insurance license #7487012),  CA (Stratton CA Insurance license #0I66697), CO, FL, GA, KY, ME, MO, NY, NV, OR, SC, TN, TX, WA, and WI. No insurance business may be conducted outside of these states referenced.

Mark S. Stratton is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Advisers, in the states of AR, CA, CO, DE, FL, GA, HI, KS, KY, ME, MA, MI, MN, MO, NJ, NM, NY, NC, OH, OK, OR, PA, SC, UT, VA, WA, WV, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Mark S. Stratton is a Registered Representative of and offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the state of AR, CA CO, DE, FL, GA, HI, KS, KY, ME, MA, MI, MN, MO, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TX, UT, VA, WA, WV, and WI. No offers may be made or accepted from any resident outside the specific state referenced.

TSG Financial Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither TSG Financial Strategies, LLC and it's employees nor Eagle Strategies LLC or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.