TaxWise Strategies

James (Bo) Sutton 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 Tennessee, Alabama, & Mississippi . No insurance business may be conducted outside these states referenced.

James (Bo) Sutton is a Registered Representative of and offers securities products & 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 Tennessee, Alabama, & Mississippi. No offers may be made or accepted rom any resident outside the specific states referenced.

James (Bo) is 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 Tennessee, Alabama, & Mississippi. As such, these services are strictly intended for individuals residing in Tennessee, Alabama, Mississippi, & Michigan.

NYLIFE Securities LLC and Eagle Strategies LLC are New York Life Companies.

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