Priority Planning Pyramid

*Thomas H. Herlong, CLU®, ChFC®, CLTC,  Andrew Doran, and Caroline Turner are agents collectively licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of South Carolina, North Carolina,  Washington and Georgia. No insurance business may be conducted outside these states referenced.

*Thomas H. Herlong, CLU®, ChFC®, CLTC and Andrew Doran are Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, collectively offering advisory services in the states of Georgia, North Carolina, South Carolina, Virginia, and Washington. As such, these services are strictly intended for individuals residing in these states.

*Thomas H. Herlong, CLU®, ChFC®, CLTC and Andrew Doran are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC Member FINRA/SIPC, a licensed insurance company, 424 Calhoun St. Johnston, SC 29832. In this regard, this communication is strictly intended for individuals residing in the states of Georgia, North Carolina, South Carolina, Virginia and Washington. No offers may be made or accepted from any resident outside the specific states referenced.

Neither 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.

Herlong & Doran Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

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