Special Needs Planning

Carrie Hall (CA Insurance Lic#0B31329, AR Insurance Lic#1615785) and Chad Tucker (CA Insurance Lic#OH76080) are agents and are collectively licensed to sell insurance through New York Life Insurance Company and collectively may be licensed with various other independent unaffiliated insurance companies in the states of AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, ND, NE, NJ, NM, NV, NY, OK, OR,PA, RI, TX, UT, VT, WA, WI. No insurance business may be conducted outside these states referenced.

Carrie Hall and Chad Tucker are Registered Representatives of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, and collectively are licensed and offer securities products and services in the states of AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, ND, NE, NJ, NM, NV, NY, OK, OR, PA, RI, TX, UT, VT, WA, WI. No offers may be made or accepted from any resident outside the specific state referenced.

Carrie Hall and Chad Tucker are separately registered as investment adviser representatives with Eagle Strategies LLC, a Registered Investment Adviser, and collectively are licensed and offer advisory services in the state of AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, ND, NE, NJ, NM, NV, NY, OK, OR, PA, RI, TX, UT, VT, WA, WI. As such, these services are strictly intended for individuals residing in the specific state referenced.

*Neither Carrie Hall or Carrie Hall and Associates Financial & Insurance Services, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

^The Nautilus Group® is a service of New York Life Insurance Company