The Advanced Planning Group

Evelyn Tai CA (CA Insurance Lic. 0E33942), is an agent 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, AL, AZ, CO, CT, GA, MA, MD, NC, NJ, NV, OR, PA, TX, VA and WA. No insurance business may be conducted outside of these states referenced.

*Evelyn Tai is a Financial Advisor offering investment advisory services through 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 FL, CA, CO, CT, GA, NC, NJ, NY and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Evelyn Tai is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, NJ, NY, NC, TX and WA. No offers may be made or accepted from any resident outside the specific states referenced.

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

Neither Evelyn Tai 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.