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              • Our Founder
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                • What We Do
                  • Financial Planning Services
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                    • Social Security Claiming Decisions
                      • Asset Allocation & Diversification
                        • Cost of Market Timing
                          • How Offsetting Gains Works
                            • Tax Resources
                              • Value of Advice
                                • Active or Passive
                                  • The Power of Comprehensive Goal Based Planning
                                    • 7 Tips for Long-Term Investing Success
                                      • What is an advance directive and why do you need one?
                                        • The Role Diversification Plays in Managing Investment Portfolio Risk
                                          • Planning For Educational Costs
                                            • The Importance of an Emergency Fund
                                              • How to Make Charitable Giving a Family Endeavor
                                                • Planning for Healthcare in Retirement
                                                  • The Importance if Irrevocable Life Insurance Trusts
                                                    • How Offsetting Gains Works
                                                      • Tax-loss Harvesting
                                                        • A Step-Up in Basis and Why it Matters in Estate Planning
                                                          • Wealth & Values
                                                            • Putting Market Volatility to Work for You
                                                              • 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
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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, MS, NH, 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, MS, NH, 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, MS, NH, TN, and TX. 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
                                                                                • Flat-Fee vs. Traditional
                                                                                  • Goals-Based Planning
                                                                                    • Affiliations
                                                                                      • About Eagle Strategies
                                                                                        • About New York Life
                                                                                          • Advanced Planning Resources
                                                                                        • Who We Are
                                                                                          • Our Founder
                                                                                            • Our Beliefs
                                                                                            • What We Do
                                                                                              • Financial Planning Services
                                                                                              • Educational Resources
                                                                                                • Social Security Claiming Decisions
                                                                                                  • Asset Allocation & Diversification
                                                                                                    • Cost of Market Timing
                                                                                                      • How Offsetting Gains Works
                                                                                                        • Tax Resources
                                                                                                          • Value of Advice
                                                                                                            • Active or Passive
                                                                                                              • The Power of Comprehensive Goal Based Planning
                                                                                                                • 7 Tips for Long-Term Investing Success
                                                                                                                  • What is an advance directive and why do you need one?
                                                                                                                    • The Role Diversification Plays in Managing Investment Portfolio Risk
                                                                                                                      • Planning For Educational Costs
                                                                                                                        • The Importance of an Emergency Fund
                                                                                                                          • How to Make Charitable Giving a Family Endeavor
                                                                                                                            • Planning for Healthcare in Retirement
                                                                                                                              • The Importance if Irrevocable Life Insurance Trusts
                                                                                                                                • How Offsetting Gains Works
                                                                                                                                  • Tax-loss Harvesting
                                                                                                                                    • A Step-Up in Basis and Why it Matters in Estate Planning
                                                                                                                                      • Wealth & Values
                                                                                                                                        • Putting Market Volatility to Work for You
                                                                                                                                          • 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
                                                                                                                                                • Account Access
                                                                                                                                                  • eMoney
                                                                                                                                                    • Eagle Strategies
                                                                                                                                                      • Envestnet Client Portal
                                                                                                                                                        • NYLIFE Securities
                                                                                                                                                          • NYL Online Account
                                                                                                                                                          • Contact Us

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