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Trevor S.D. Isaacs
MA, CFP®, ChFC®, CLU®

Reducing Taxes

Trevor S.D. Isaacs, MA, CFP^®, ChFC®, CLU^® is a Certified Financial Planner^TM and Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser and a New York Life Company. Trevor works with business owners, executives, and families to provide highly-customized financial and estate planning services that are in alignment with his clients' goals and values. He often partners with other advisors in order to provide the best possible services and solutions for their mutual clients.

Trevor offers investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, ID, IL, MD, MI, MO, NV, NY, OR, PA and TX. As such, these services are strictly intended for individuals residing in these states.

Trevor Isaacs is also a Registered Representative of and offers securitie through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company, 836 Santa Rufina Dr., Solana Beach, CA 92075, 858-444-7670. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, IL, MD, MI, MO, NV, NY, OR, PA and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Additionally, Trevor Isaacs is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance Lic 0I86211), FL, ID, IL, IN, MD, MI, MO, NC, NJ, NV, NY, OH, OR, and TX. No insurance business may be conducted outside of the states referenced.

We do not provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

IZX FINANCIAL AND INSURANCE SOLUTIONS is not owned or operated by New York Life Insurance Company, NYLIFE Securities LLC, Eagle Strategies LLC or their affiliates.

For additional information, visit Customer Relationship Summary.pdf

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Trevor S.D. Isaacs
MA, CFP®, ChFC®, CLU®

Address

E-mail

Reducing Taxes

Trevor S.D. IsaacsMA, CFP®, ChFC®, CLU®

Address

E-mail

Reducing Taxes

Trevor S.D. Isaacs
MA, CFP®, ChFC®, CLU®