Meet Our Advisers

Clay Blanton (CA Insurance License #0D39729), Fred Rich (CA Insurance License #0E38994) and Derrick Linman (CA Insurance License #0K68575) are agents of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the state of CA. No insurance business may be conducted outside of the state referenced.

Clay Blanton and Fred Rich are Financial Advisors offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, in the state of CA. As such, these services are strictly intended for individuals residing in the state referenced.

Clay Blanton, Fred Rich and Derrick Linman 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 state of CA. No offers may be made or accepted from any resident outside the specific state referenced.

Eagle Strategies and NYLIFE Securities are New York Life companies. Falcon Financial & Insurance Solutions, Inc. (CA Insurance License #0L13840) is not owned or operated by New York Life, NYLIFE Securities, Eagle Strategies or any of their affiliates.

Neither New York Life nor Falcon Financial & Insurance Solutions, Inc. or any of their representatives provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals regarding your particular situation.