Meeting prep

Brian Ruh (CA insurance license #0B66341), Bradley Ruh, Paul Deibele and Jeremy Potter 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 AZ, CA, DC, FL, IA, IL, MI, MN, NV, OR and WI. No insurance business may be conducted outside the specific states referenced. Brian Ruh is a Member Agent of the Nautilus Group, a service of New York Life Insurance Company.

Neither Action Financial Strategies LLC and its employees nor New York Life or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

Brian Ruh, Bradley Ruh, Paul Deibele and Jeremy Potter are collectively Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. 999 Fourier Drive, Suite 300 Madison, WI 53717. Tel 608-831.4416. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, DC, FL, IA, IL, MA, MI, MN, OR, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Brian Ruh, Bradley Ruh, Paul Deibele and Jeremy Potter are also collectively registered as an Investment Adviser Representatives, under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of CA, DC, FL, GA, IA, IL, MA, MI, MN, NJ, OR and WI. As such, these services are strictly intended for individuals residing in CA, DC, FL, GA, IA, IL, MA, MI, MN, NJ, OR and WI.

Action Financial Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.