The Advanced Planning Group

Joseph M. Mersol, MSFS, CLU®, ChFC®, CASL®, AEP®, CAP® and Bryan Mersol are agents collectively 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 IL, OH and PA. No insurance business may be conducted outside these states referenced.

Joseph M. Mersol, MSFS, CLU®, ChFC®, CASL®, AEP®, CAP® and Bryan Mersol are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, 33 Sheridan Rd, Poland, OH 44514, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of IL, OH and PA. No offers may be made or accepted from any resident outside the specific states referenced.

*Joseph M. Mersol, MSFS, CLU®, ChFC®, CASL®, AEP®, CAP® is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of IL, OH and PA. As such, these services are strictly intended for individuals residing in the specific states referenced.

Bryan Mersol 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 MT and OH.  No insurance business may be conducted outside these states referenced.

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

Joseph Mersol Financial Solutions, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Joseph Mersol Financial Solutions, LLC, New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.