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Special Needs Planning

"Success is determined by preparing for the future proactively. Hoping for the best is not a strategy."

- Joel Field, Founder

Disclosure

Joel Field 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 AK, AZ, CA (CA Insurance License #0K64032), CO, CT, DE, FL, GA, HI, ID, IL, IN, MA, MD, NJ, NY, OH, OR, PA, SC, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Joel Field is licensed and authorized to offer insurance in California, but Field Financial Strategies, LLC may not be. For additional information on California licensure status, please click here.

Joel Field 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, 420 Lexington Ave Fl 15, New York, NY, 10170, 844-605-0113. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, NC, NJ, NM, NY, OH, OR, PA, SC, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Joel Field 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 AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, MA, MD, NC, NJ, NM, NY, OH, OR, PA, SC, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Joel Field is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Samuel Strum 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 of . No insurance business may be conducted outside the referenced.

As a New York Life Agent, Samuel Strum is licensed and authorized to offer insurance in California, but Field Financial Strategies, LLC may not be. For additional information on California licensure status, please click here.

Samuel Strum 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, 500 W Madison St Ste 1725, Chicago, IL, 60661, 646-227-8722. In this regard, this communication is strictly intended for individuals residing in the of . No offers may be made or accepted from any resident outside the specific referenced.

Samuel Strum 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 of . As such, these services are strictly intended for individuals residing in the referenced.

David Tucker 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 of . No insurance business may be conducted outside the referenced.

As a New York Life Agent, David Tucker is licensed and authorized to offer insurance in California, but Field Financial Strategies, LLC may not be. For additional information on California licensure status, please click here.

David Tucker 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, 420 Lexington Ave Fl 15, New York, NY, 10170. In this regard, this communication is strictly intended for individuals residing in the of . No offers may be made or accepted from any resident outside the specific referenced.

David Tucker 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 of . As such, these services are strictly intended for individuals residing in the referenced.

Field Financial Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Field Financial Strategies, LLC 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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