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When your journey requires a different degree of planning.
LEARN MOREWe hope the worst won't happen, but sometimes it does. Leave a legacy of love and financial security - make getting life insurance a priority.
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What are the advantages of a 529 college savings plan?
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The S&P 500 Index ended 2022 down 19.4%. Midsize and smaller companies also lost ground but generally held their value better than large companies. This article explains why holding stocks in companies of different sizes can help diversify a portfolio.
Larry E. Botts, John Marcum, and Oscar Brewer are agents licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of Kentucky. (Larry Botts, IN, TN, VA, AZ, CA, FL, GA, OH, OK, MI)
No insurance business may be conducted outside these state(s) referenced.
Larry E. Botts, John Marcum, and Oscar Brewer, are Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed Insurance Agency, 9300 Shelbyville Road, Suite 1250, Louisville, KY 40222. In this regard, this communication is strictly intended for individuals residing in the states of KY.
No offers may be made or accepted from any resident outside the specific state(s) referenced. "Wealth Coach of Kentucky" DBA is not owned or operated by NYLIFE Securities LLC or its affiliates.
Larry E. Botts is also separately registered as an investment adviser representative(s) ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state(s) of KY, AZ, CA, FL, IN, and TN. As such, these services are strictly intended for individuals residing in AZ, CA, FL, IN, OH, OK, and TN.
Wealth Coach of Kentucky, The Nautilus Group®, New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
For additional information, visit Customer Relationship Summary.pdf