Daniel Caswell, CPA, Mark McAdams, JD, Kevin Finch, Bill Anderlohr and Kris Dorman 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 Texas. No insurance business may be conducted outside these states referenced.

Daniel Caswell, Mark McAdams and Kevin Finch are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the state of Texas. No offers may be made or accepted from any resident outside the specific states referenced. Integrated Wealth Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

*Daniel Caswell and Mark McAdams are also each separately registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of Texas. As such, these services are strictly intended for individuals residing in Texas.

Neither Integrated Wealth Strategies, Daniel Caswell, Mark McAdams, Kevin Finch  nor NYLIFE Securities LLC or its representatives render tax, legal or accounting advice.  Please consult your professional advisers regarding your particular situation.