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Disclosure

is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of . No insurance business may be conducted outside the state referenced.

As a New York Life Agent, is licensed and authorized to offer insurance in California and Arkansas, but TSG Financial Strategies may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

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, 214-677-9791. In this regard, this communication is strictly intended for individuals residing in the state of . No offers may be made or accepted from any resident outside the specific state referenced.

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 state of . As such, these services are strictly intended for individuals residing in the state referenced.

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

Neither TSG Financial Strategies nor its associates are in the business of offering 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.

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TSG Financial Strategies Logo White
  • ABOUT
    • ABOUT US
    • OUR TEAM
    • OUR PROCESS
    • STRATEGIC ALLIANCES
  • SERVICES
    • SOLUTIONS FOR PHYSICIANS
    • SOLUTIONS FOR BUSINESSES
    • SOLUTIONS FOR EXECUTIVES
    • SOLUTIONS FOR INDIVIDUALS & FAMILIES
    • LIFETIME WEALTH STRATEGIES
  • RESOURCES
    • TSG BLOG
    • FINANCIAL HEALTH CHECK
    • VIDEO LIBRARY
    • NEWSLETTERS
    • HELPFUL LINKS
  • EVENTS
    • UPCOMING EVENTS
    • PAST EVENTS
  • CONTACT
  • CLIENT LOGIN
    • TSG Wealth Management Profile
    • New York Life Login
    • Eagle Strategies Login
    • Mainstay Funds
    • American Funds
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