Eagle Strategies LLC

Christopher Battersby (CA Insurance Lic. #0H35472), Michael Broderick (CA Insurance Lic. #OB51202), Jason Vanderstreet (CA Insurance Lic. #4020090), Chris Eppich, Joanna Antonopoulos, Patrick Battersby and Duke Martin are agents collectively 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 AR, AZ, CA, CT, DC, FL, GA, IL, MA, MD, ME, MI, MN, NC, NH, NJ, NY, OR, PA, RI, SC, TN, VA, WA, WI, VT, WV. No insurance business may be conducted outside these states.

Christopher Battersby, Michael Broderick, Jason Vanderstreet, Chris Eppich, Joanna Antonopoulos, Patrick Battersby and Duke Martin are Registered Representative of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CT, DC, FL, GA, IL, MA, ME, NC, NH, NJ, NY, PA, RI, VA and VT. No offers may be made or accepted from any resident outside the specific states referenced.

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

The Atlantic Planning Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Atlantic Planning Group, LLC is a separately registered as an investment adviser offering financial planning services in Massachusetts. Christopher Battersby, Michael Broderick, Jason Vanderstreet, Joanna Antonopoulos, Patrick Battersby and Chris Eppich are also separately registered as investment adviser representatives collectively offering certain advisory services under Eagle Strategies LLC, a Registered Investment Adviser in the states of CA, CT, DC, FL, GA, MA, ME, NC, NH, NJ, NY, PA, RI, VA and VT. As such, these services are strictly intended for individuals residing in these states.

Neither The Atlantic Planning Group, LLC its employees nor NYLIFE Securities LLC or its representatives or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.

Eagle Strategies LLC & NYLIFE Securities LLC are New York Life Companies.