Special Needs Planning

Jean M. Deliso, CFP^® is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of AZ, CA, (Ca Insurance License # 0H95860) CT, FL, MA, MN, NY, RI and VA. No insurance business may be conducted outside of these states referenced.

Jean M. Deliso, CFP^® is a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, in the states of CA, CT, FL, MA, MN, NY, RI and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Jean M. Deliso, CFP^® 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 AZ, CA, CT, FL, MA, MN, NY, NC, RI, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Eagle Strategies and NYLIFE Securities are New York Life companies. Deliso Financial & Insurance Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Deliso Financial & Insurance Services 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.