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Disclosure

Craig Peterson 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 AZ, CA (CA Insurance License #4311090), CO, FL, IA, IL, IN, MA, MI, NC, NV, OH, PA, SC, TN, TX, and UT. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Craig Peterson is licensed and authorized to offer insurance in California, but Transparent Financial Solutions, LLC may not be. For additional information on California licensure status, please click here.

Craig Peterson is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 225 W Station Square Dr Ste 300, Pittsburgh, PA, 15219, 412-783-1837. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IA, IL, MA, MI, NC, NV, PA, SC, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Craig Peterson is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, IA, IL, MA, MI, NC, NV, PA, SC, TN, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Transparent Financial Solutions, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Transparent Financial Solutions, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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