Special Needs Planning

J. Anthony “Tony” Fulkerson (CA Insurance License #4152196), Valerie Kaiser (CA Insurance License #0F39945), Mario Orozco (CA Insurance License #0E84300), Timothy McCollum, and Jonathan Serafin, are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies collectively in the states of AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, MD, ME, MI, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, WA,WI, WV and VA. No insurance business may be conducted outside of these states referenced.

J. Anthony “Tony” Fulkerson, Valerie Kaiser, Mario Orozco, Timothy McCollum and Jonathan Serafin are Registered Representatives of and offer securities products and services through NYLIFE Securities LLC, MemberFINRA/SIPC,a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IN, KY, MD, ME, MI, NC, NJ, NM, NY, OR, PA, SC, TN, TX, WA, WV and VA. No offers may be made or accepted from any resident outside the specific states referenced.

J. Anthony “Tony” Fulkerson, Valerie Kaiser, Mario Orozco, Timothy McCollum, and Jonathan Serafin are Financial Advisers offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, collectively in the states of AL, CA, CO, CT, DC, DE, FL, GA, IN, KY, MD, ME, MI, NC, NJ, NM, NY, OR, PA, SC, TX, WA, WI, WV and VA. As such, these services are strictly intended for individuals residing in the states referenced.

J. Anthony “Tony” Fulkerson is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Elden Street Financial is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither Elden Street Financial and its employees nor The Nautilus Group®, 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.