At Horizon Wealth Strategies, our mission is to be known for our expertise in holistic financial planning and for genuinely caring about our clients' well-being. Nothing is more important to us than working on our clients' behalf; and you won’t find anyone outside of your immediate family who cares more about your family’s financial well-being than we do. -- Mark D. Olson, Irene Stolte (CA Insurance License #OK06296), Michael Ferrara, Paul C Debiasse and Matt Kennedy 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 CO, CT, FL, GA, MA, MD, ME, MS, NC, NH, NJ, NY, PA, SC, TX, WV, VA. Mark D. Olson, Irene Stolte, Michael Ferrara, Paul C Debiasse and Matt Kennedy are Financial Advisors collectively offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, in the states of CO, CT, FL, MA, MS, NC, NH, NJ, NM, NY, PA, SC, TX. As such, these services are strictly intended for individuals residing in the states referenced. Mark D. Olson, Irene Stolte, Michael Ferrara, Paul C Debiasse and Matt Kennedy are Registered Representatives collectively of and 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 CO, CT, FL, MA, MD, MS, NC, NH, NJ, NY, PA, SC, TX. Horizon Wealth Strategies LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither Horizon Wealth Strategies LLC and it's employees nor Eagle Strategies LLC or its advisors or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation. I am not licensed in all jurisdictions.