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Disclosure

James Sutton 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 states of AL, AZ, FL, GA, MS, TN, and TX. No insurance business may be conducted outside the states referenced.

James Sutton 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, 265 Brookview Centre Way Ste 102, Knoxville, TN, 37919, 865-450-5325. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, FL, GA, IN, MS, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

James Sutton 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 states of AL, AZ, FL, GA, IN, MS, and TN. As such, these services are strictly intended for individuals residing in the states referenced.

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

Neither Sutton Financial 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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  • The Sutton Financial Difference
    • The Sutton Financial Difference
    • Flat-Fee Structure
    • Financial Planning Services
  • Who We Are
    • Our Founder
    • Affiliations
      • About Eagle Strategies
      • About New York Life
      • Advanced Planning Resources
  • Financial Planning Essentials
    • Power of Comprehensive Goals-Based Planning
    • Financial Planning As a Couple
    • Retirement Income Gap Planning
    • Social Security Claiming Strategies
    • Healthcare Costs in Retirement
    • Educational Planning
    • Active or Passive Investing?
    • The Cost of Market Timing
    • The Pillars: Asset Allocation & Diversification
    • The Importance of Diversification
    • Navigating Market Volatility
    • Tax Resources
    • End of Year Tax Planning Strategies
    • Charitable Giving - A Family Endeavor
    • Timing of Roth Conversions
    • Tax Loss Harvesting
    • Offsetting Gains
    • Wealth & Values
    • Emergency Preparedness
    • Employee Stock & Stock Options
    • Restricted Stock and Stock Purchase Plans
    • Protecting Your Finances While Caring For A Loved One
    • Step Up In Basis - Why It is Important
  • Account Access
    • eMoney
    • Eagle Strategies
    • Envestnet Client Portal
    • NYLIFE Securities
    • NYL Online Account
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