Special Needs Planning

Thomas E. Mathas and Corey Sullivan (CA Insurance License # 0M15065) 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 FL, CA, CO, CT, MD, MO, NC, NJ, NY, PA, TX, UT, VA, WA. No insurance business may be conducted outside of these states referenced.

Thomas E. Mathas and Corey Sullivan are Financial Advisors collectively offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of Virginia, Maryland, North Carolina, and New Jersey. As such, these services are strictly intended for individuals residing in the states referenced. Eagle Strategies LLC is a New York Life company.

Thomas E. Mathas and Corey Sullivan are Registered Representatives of and collectively 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 Florida, Pennsylvania, Missouri, Virginia, North Carolina. No offers may be made or accepted from any resident outside the specific states referenced.

Thomas E. Mathas is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Mathas Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Mathas Financial Group nor The Nautilus Group®, 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.