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TSG Financial Strategies LLC
New York Life
Contact Us
5005 Lyndon B Johnson Fwy Ste 1600
Dallas,
TX
75244
- Office: 972.774.2469
- Fax: 888.231.2928
- E-mail address: mstratton@ft.newyorklife.com
- Home
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About Us
- Our Team
- Our Location
- Solutions for Businesses
- Lifetime Wealth Strategies
- Eagle Strategies LLC
- Helpful Links
- Strategic Alliances
- Video Library
- Newsletters
- Special Needs Planning
- The Nautilus Group®
- Contact
- Schedule a Consultation
- Solutions for Physicians
- Solutions for Individuals & Families
- Solutions for Executives
- About Us
- Our Process
- TSG Blog
- How Do You Reach Your 2020 Financial Resolutions?
- Do You Understand Your Emotions About Money?
- Are You Prepared For Mental Decline?
- 4 Things Retirees Can Learn About Retirement from Peyton Manning
- Tips for Staying Active in Retirement
- Upcoming Events
- Past Events
- Don’t Let the Headlines Get You Down
- CARES Act Modification Allows More Retirement Savings Access
- Will Political Changes Affect the Economy?
- What Is Earnings Season?
- The Major Retirement Preparation Mistakes
- Tax Tips
- Food for Thought
- Golf Tips
- Healthy Living
- Green Living
- TSG Financial Strategies 2021 Q1 Newsletter
- Starting a College Fund? 6 Ways to Start
- Special Needs Planning Webinars
- 4 Tax Pitfalls to Avoid in 2021
- TSG Educational Webinars
- Special Needs Financial Planning: Commonly Asked Questions
- The Ultimate Thanksgiving Conversation Starters
- New Year, New Goals
- Are You on the Naughty or Nice List? Financial Planning Tips for the Holidays
- Budgeting for Fluctuating Incomes
- Questions to ask your financial planner if you have a loved one with special needs
- An inside look at special needs financial planning
- Financial literacy for small business owners
- Retirement Options for Small Business Owners
- Are you on track to reach your EOY financial goals?
- How to Financially Prep for Back-to-School
- 5 Tips for Buying Life Insurance
- Do I Need an Estate Plan?
- Planning for Death vs. When Disaster Strikes
- Pre-retirement
- Retirement
- Navigating the World of Retirement Accounts: A Guide for 30-Somethings
- Special Needs Planning for Single Parents: How to Navigate the System
- Risk Management for Small Business Owners: Protecting Your Finances from Unforeseen Events
- Navigating The Complexities of Personal Finances: How a Financial Planner Can Help
- Maximizing Employer Retirement Benefits: How to Make the Most of Your 401(k) in Your 20s
- Saving for the Future: How to Start Investing as a Student
- Financial Planning for Adults with Special Needs: What You Need to Know
- Understanding Trusts: How They Benefit Your Estate Plan
- Investment Strategies for High Earners: How to Make Your Money Work Harder
- Re-evaluating Your Financial Health: Assessing and Improving Your Financial Well-being
- Account Access
- Contact Us
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TSG Financial Strategies LLC
New York Life
Contact Us
5005 Lyndon B Johnson Fwy Ste 1600
Dallas,
TX
75244
- Office: 972.774.2469
- Fax: 888.231.2928
- E-mail address: mstratton@ft.newyorklife.com
- Home
-
About Us
- Our Team
- Our Location
- Solutions for Businesses
- Lifetime Wealth Strategies
- Eagle Strategies LLC
- Helpful Links
- Strategic Alliances
- Video Library
- Newsletters
- Special Needs Planning
- The Nautilus Group®
- Contact
- Schedule a Consultation
- Solutions for Physicians
- Solutions for Individuals & Families
- Solutions for Executives
- About Us
- Our Process
- TSG Blog
- How Do You Reach Your 2020 Financial Resolutions?
- Do You Understand Your Emotions About Money?
- Are You Prepared For Mental Decline?
- 4 Things Retirees Can Learn About Retirement from Peyton Manning
- Tips for Staying Active in Retirement
- Upcoming Events
- Past Events
- Don’t Let the Headlines Get You Down
- CARES Act Modification Allows More Retirement Savings Access
- Will Political Changes Affect the Economy?
- What Is Earnings Season?
- The Major Retirement Preparation Mistakes
- Tax Tips
- Food for Thought
- Golf Tips
- Healthy Living
- Green Living
- TSG Financial Strategies 2021 Q1 Newsletter
- Starting a College Fund? 6 Ways to Start
- Special Needs Planning Webinars
- 4 Tax Pitfalls to Avoid in 2021
- TSG Educational Webinars
- Special Needs Financial Planning: Commonly Asked Questions
- The Ultimate Thanksgiving Conversation Starters
- New Year, New Goals
- Are You on the Naughty or Nice List? Financial Planning Tips for the Holidays
- Budgeting for Fluctuating Incomes
- Questions to ask your financial planner if you have a loved one with special needs
- An inside look at special needs financial planning
- Financial literacy for small business owners
- Retirement Options for Small Business Owners
- Are you on track to reach your EOY financial goals?
- How to Financially Prep for Back-to-School
- 5 Tips for Buying Life Insurance
- Do I Need an Estate Plan?
- Planning for Death vs. When Disaster Strikes
- Pre-retirement
- Retirement
- Navigating the World of Retirement Accounts: A Guide for 30-Somethings
- Special Needs Planning for Single Parents: How to Navigate the System
- Risk Management for Small Business Owners: Protecting Your Finances from Unforeseen Events
- Navigating The Complexities of Personal Finances: How a Financial Planner Can Help
- Maximizing Employer Retirement Benefits: How to Make the Most of Your 401(k) in Your 20s
- Saving for the Future: How to Start Investing as a Student
- Financial Planning for Adults with Special Needs: What You Need to Know
- Understanding Trusts: How They Benefit Your Estate Plan
- Investment Strategies for High Earners: How to Make Your Money Work Harder
- Re-evaluating Your Financial Health: Assessing and Improving Your Financial Well-being
- Account Access
- Contact Us
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.
Copyright 2023. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA/SIPC.
NYLIFE Securities LLC, Member FINRA/SIPC.
For additional information, visit Customer Relationship Summary.pdf