Advanced Planning Group

John A. Forte, CLU®, ChFC®(CA Insurance Lic. #0H03596), John M. Scheidegger(CA Insurance Lic. #0M29382), Autumn Sims, and Philip Mabey  are agents, collectively, licensed to sell insurance through New York Life Insurance Company & may be licensed with various other independent unaffiliated insurance companies in the states of NY, CA, CO, FL, IN, MA, MD, ME, PA, NC, NJ, NV, SC, and VT. No insurance business may be conducted outside the states referenced.

John A. Forte, CLU®, ChFC®, John M. Scheidegger,  Autumn Sims, and Philip Mabey are registered representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 26 Century Hill Dr, Latham, NY 12110 (518) 220-4200 and/or 184 Edie Road, Suite C, Saratoga Springs, NY 12866 (518) 871-1338. In this regard, this communication is strictly intended for individuals residing in the states of NY, CA, FL, GA, MA, PA, CO, IN, MD, ME, NC, NJ, NM, SC, VT. No offers may be made or accepted from any resident outside the states referenced.

John A. Forte, CLU®, ChFC®, John M. Scheidegger, Autumn Sims, and Phillip Mabey are Financial Advisers, collectively, offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser in the states of NY, CA, FL, GA, IN, MA, ME, PA, CO, MD, NJ, NM, NV, VT. No offers may be made or accepted from any resident outside the states referenced.

Wealth Strategies Group is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Wealth Strategies Group or its staff nor NYLIFE Securities LLC or its agents and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.