Financial Plan Evaluation

Joel M. Field (CA Insurance License #OK64032) and Samuel E. Strum (CA Insurance License #0M46940) are agents licensed to sell insurance through New York Life Insurance Company and collectively, may be licensed with various other independent insurance companies in the states of AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, MN, MO, NJ, NY, OH, OK, OR, PA, SC, TN, and TX. No insurance business may be conducted outside of these states referenced.

Joel M. Field and Samuel E. Strum are Registered Representatives of and offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, and are collectively licensed to offer securities products and services in the states of AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, LA, MA, MD, MN, MO, NC, NE, NJ, NM, NY, OH, OK, OR, PA, SC, TN, and TX. NYLIFE Securities is a New York Life company. No offers may be made or accepted from any resident outside the specific states referenced.

Joel M. Field and Samuel E. Strum are registered as Investment Adviser Representatives with Eagle Strategies LLC, a Registered Investment Adviser, and are collectively licensed and offer advisory services in the states of AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, LA, MA, MD, MI, MN, NC, NE, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, and VA. Eagle Strategies is a New York Life company. As such, these services are strictly intended for individuals residing in the specific states referenced.

Neither Field Financial Strategies and its employees nor New York Life or its subsidiaries and affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

Field Financial Strategies is not owned or operated by New York Life Insurance Company/Eagle Strategies LLC/NYLIFE Securities LLC or its affiliates.