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Wise Financial Group, LLC

Diversifying Assets

Financial advisor Kevin Vaughn 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 state of MS, AL, LA. No insurance business may be conducted outside the states referenced.

Financial advisor Kevin Vaughn is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC. Member FINRA/SIPC, a registered broker-dealer a licensed insurance agency and a New York Life company. In this regard, this communication is strictly intended for individuals residing in the states of MS, AL, LA. No offers may be made or accepted from any resident outside the specific states referenced.

Kevin Vaughn is a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of MS and AL. As such, these services are strictly intended for individuals residing in said states.

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

For additional information, visit Customer Relationship Summary.pdf

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Diversifying Assets