Charitable Gift Planning

Robert Ostberg (CA Insurance license #4040107), Katherine Foote Newman (CA Insurance license #4032136), Adam Robinson, Mark Goggins, Adam Krol, and Kashawn Sanders 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 state of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, ME, MI, NC, NH, NJ, NM, NY, PA, RI, SC, TN, TX, VA, VT. No insurance business may be conducted outside the states referenced.

Robert Ostberg, Katherine Foote Newman, Adam Robinson, Mark Goggins, Kashawn Sanders, and Adam Krol are also Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, 351 Pleasant Street, Northampton, MA 01060, Member FINRA/SIPC, a Licensed Insurance Agency collectively licenced in the states AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NY, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, WV. In this regard this communication is strictly intended for individuals collectively residing in the states referenced. No offers may be made or accepted from any resident outside the specific states referenced.

*Robert Ostberg, Adam Robinson, Kathy Foote Newman, Mark Goggins, Adam Krol, and Kashawn Sanders are Financial Advisers collectively offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CT, CO, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NY, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI, and WV. No offers may be made or accepted from any resident outside the specific states referenced.

Robert Ostberg is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Ostberg & Associates Financial Services & Insurance is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither Ostberg & Associates Financial Services & Insurance nor its associates, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.