Special Needs Planning

Derek Moore, Carey Sullivan, Kathleen Phillips, and Chris Eaton are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies collectively in the states of AL, AZ, CA, (Grimes CA Insurance License #0I54467, Eaton CA Insurance License #0J10754, Sullivan CA Insurance License #0I59915, Moore CA Insurance License #0H49860) CO, FL, LA, GA, IL, IN, KS, MA, MI, MN, MO, MT, NE, NV, NY, OR, SC, SD, TX, UT, VA, WA, WV, and WY. No insurance business may be conducted outside of these states referenced.

Derek Moore, Carey Sullivan, Chris Eaton and Kathleen Phillips are Financial Advisors collectively licensed to offer investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of AL, AZ, CA, CO, FL, GA, IL, IN, KS, LA, MA, MI, MO, MN, MT, NE, NM, NV, NY, OR, SC, SD, TX, UT, VA, WA, WI, WV, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Derek Moore, Carey Sullivan, Chris Eaton and Kathleen Phillips are Registered Representatives of and collectively licensed to offer securities products and 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 AL, AZ, CA, FL, GA, IL, IN, KS, MA, MI, MN, MO, MT, NE, NM, NY, OR, SC, SD, UT, VA, WA, WI, WV, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

NYLIFE Securities LLC and Eagle Strategies LLC are New York Life companies.

Five Peaks Capital Group LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Five Peaks Capital Group LLC and it's employees nor Eagle Strategies LLC or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.