TaxWise Strategies

Al Johnson (CA License #4031731), Broderick Young (CA License #4029991), Jevertus Demarcus Burnett, Ferris Dean, Richard Rivera, M. Felicia Craig-Littlejohn, Chris Turner (CA Insurance License #0J15189, P. Danyale Thomas, and Hepsie Bohman (CA License #OM06922) are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of AL, CA, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV. No insurance business may be conducted outside of these states referenced.

Al Johnson, Broderick Young, Jevertus Demarcus Burnett, Richard Rivera, P. Danyale Thomas, Ferris Dean, M. Felicia Craig-Littlejohn, and Chris Turner are Registered Representatives of and offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, and are collectively licensed and offer securities products and services in the states of AL, CA, CT, DC, DE, FL, GA, HI, IL, KY, LA, MA, MD, MI, MS, MO, NC, NJ, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI. NYLIFE Securities is a New York Life company. No offers may be made or accepted from any resident outside the specific states referenced.

Al Johnson, Broderick Young, Richard Rivera, and Chris Turner are separately registered as investment adviser representatives with Eagle Strategies LLC, a Registered Investment Adviser, and collectively are licensed and offer investment advisory services in the states of AL, CA, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, MI, MS, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI. As such, these services are strictly intended for individuals residing in the specific states referenced. Eagle Strategies is a New York Life company.

Reveal Wealth is not owned or operated by New York Life or its affiliates.

Neither Reveal Wealth and its employees or New York Life or its subsidiaries and affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional regarding your particular situation.

The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal, or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.