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Lindblad Financial Group

Reducing Taxes

Daniel Lindblad is an agent of and 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 AZ, CA (CA INS LIC# 0B35938), IL, MI, and WA. No insurance business may be conducted outside these states referenced.

Daniel Lindblad is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency 10225 West Thunderbird Blvd. Ste B, Sun City, AZ 85351 (623-583-5940). In this regard, this communication is strictly intended for individuals residing in the states of AZ, IL, & WA. No offers may be made or accepted from any resident outside the specific states referenced.

Daniel Lindblad is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of AZ, CO, IL, & WA. As such, these services are strictly intended for individuals residing in the specific states referenced.

Neither Lindblad Financial Group, nor New York Life Insurance Company or any of its affiliates provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions

NYLIFE Securities LLC and Eagle Strategies LLC are wholly owned subsidiaries of New York Life Insurance Company. Lindblad Financial Group is not owned or operated by New York Life Insurance Company or its affiliates.

For additional information, visit Customer Relationship Summary.pdf

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Reducing Taxes