Special Needs Planning

John McKenna, Meghann McKenna, Leisl Mooer, and Berkley Hudson are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of AL, AK, AZ, AR, CA (Meghann CA Insurance License OF50260, AR Insurance License 8004610), (John CA Insurance License 0G84422), CO, CT, FL, GA, ID, IL, IA, IN, KS, MD, MI, MN, MO, MT, NV, NJ, NY, ND, OH, OK, OR, PA, SD, TX, UT, VA, WA, WI, District of Columbia. No insurance business may be conducted outside of these states referenced.

Neither McKenna Financial and its employees nor New York Life or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.

Meghann McKenna, Leisl Mooer and Berkley Hudson are Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, 1711 West College Street, Bozeman, MT 59715-4913, (406) 587-5166. In this regard, this communication is strictly intended for individuals residing collectively in the states of AL, AK, AZ, AR, CA CO, CT, FL, GA, ID, IL, IA, KS, MI, MO, MT, NV, NJ, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, District of Columbia No offers may be made or accepted from any resident outside the specific states referenced.

Meghann McKenna, Leisl Mooer and Berkley Hudson are also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of AL, AZ, CA, CO, FL, GA, ID, KS, MO, MT, NV, NJ, NY, OK, OR, PA, SD, TX, UT, VA, WA. As such, these services are strictly intended for individuals residing in these states.