Client Worksheets

Meredith Moore and Adam Tolliver are agents collectively licensed to sell insurance through New York Life Insurance Company, may be licensed with various other independent unaffiliated insurance companies in the states of Georgia, New York, Florida and North Carolina. No insurance business may be conducted outside the states referenced.

Meredith Moore  and Adam Tolliver are Registered Representatives and collectively offer securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. 1125 Cambridge Square, Suite C, Alpharetta, GA 30009. In this regard, this communication is strictly intended for individuals residing in the states of Georgia and Florida. No offers may be made or accepted from any resident outside the specific states referenced. Moore and Associates Wealth Management is not owned or operated by NYLIFE Securities LLC or its affiliates.

*Meredith Moore is also separately registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of Georgia, Florida, and New York. As such, these services are strictly intended for individuals residing in Georgia, Florida, New York and South Carolina.

**Neither Artisan Financial Strategies LLC, its employees nor Eagle Strategies LLC, or its subsidiaries and affiliates, offers provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional regarding your particular situation.

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