The Advanced Planning Group

Paul G Fimognari is a Financial Advisor offering financial planning and investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser, offering financial planning and investment advisory services in the states of CA, FL, GA, KS, MO, NC, NY, and SC. As such, these services are strictly intended for individuals residing in these states referenced.

Paul G Fimognari is a registered representative of and offers 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 CA, FL, GA, KS, MO, NC, NY, and SC. No offers may be made or accepted from any resident outside the specific states referenced.

Paul G Fimognari is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, SC, and TX. No insurance business may be conducted outside these states referenced.

Neither New York Life Insurance Company nor its agents or Fimognari Financial or employees provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Fimognari Financial is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither Fimognari Financial 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.

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Some of this material was developed and produced by Fimognari Financial to provide information on a topic that may be of interest. The opinions expressed in the material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.

This material is for general information only is not intended to provide specific tax or legal advice or recommendations for any individual.