Sample Financial Plan

*Benjamin J. Houseman is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser offering advisory services in the states of CA, FL, IL, and MO. As such, these services are for individuals residing in those states. 

Benjamin J. Houseman is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is for individuals residing in the states of CA, FL, IL, and MO. No offers may be made or accepted from any resident outside the specific states referenced. 1 Cityplace Dr #260, Creve Coeur, MO 63141, (314) 994-6481 

Benjamin J. Houseman is an Agent licensed to sell insurance through New York Life Insurance Company and may have appointments with various other independent, unaffiliated insurance companies in the states of CA, FL, GA, IL, MO, and TX. No insurance business may be conducted outside this/these states referenced. His California Insurance license number is 0K71980.

Neither Houseman Financial & Insurances Services LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your tax, legal, or accounting professionals before making any decisions.

Houseman Financial & Insurances Services LLC is not owned or operated by New York Life Insurance Company or its affiliates.