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Primary Purpose Financial Group

TaxWise Strategies

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David A. Thompson is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state(s) of Texas, New Jersey and Wisconsin. No insurance business may be conducted outside this/these state(s) referenced.

David Thompson, RICP is a Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, and a Financial Adviser 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 Texas and Wisconsin. No offers may be made or accepted from any resident outside the specific states referenced. NYLIFE Securities LLC is a New York Life Company.

David Thompson, RICP is also an agent licensed to sell insurance through New York Life Insurance Company and may be licensed to sell insurance through various other independent unaffiliated insurance companies.

Primary Purpose Financial Group, LLC is not owned and operated by NYLIFE Securities LLC, Eagle Strategies LLC and its affiliates.

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NYLIFE Securities LLC, Member FINRA/SIPC.

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