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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.

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, 865-450-5325. 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.

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
    • Flat-Fee vs. Traditional
    • Goals-Based Planning
  • Who We Are
    • Our Founder
    • Our Beliefs
    • Affiliations
      • About Eagle Strategies
      • About New York Life
      • Advanced Planning Resources
  • What We Do
    • Financial Planning Services
    • Investment Advisory Services
  • Educational Resources
    • Social Security Claiming Decisions
    • Cost of Market Timing
    • How Offsetting Gains Works
    • Tax Resources
    • Active or Passive
    • What is an advance directive and why do you need one?
    • Planning For Educational Costs
    • The Importance of an Emergency Fund
    • How to Make Charitable Giving a Family Endeavor
    • The Importance if Irrevocable Life Insurance Trusts
    • How Offsetting Gains Works
    • Chapter Two: Second Careers in Retirement
    • Should you convert to a Roth IRA today?
    • What's your retirement income gap and how can you solve for it?
    • Preparing for a New Year
    • Employee Stock Options
  • Account Access
    • eMoney
    • Eagle Strategies
    • Envestnet Client Portal
    • NYLIFE Securities
    • NYL Online Account
  • Contact Us

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