Advanced Planning

Adam Herzing 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 state of California (Ca Ins Lic OF87737). No insurance business may be conducted outside this state referenced.

Adam Herzing 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 strictly intended for individuals residing in the states of AZ, CA, ID, NV & UT. No offers may be made or accepted from any resident outside the specific stateS referenced.

Adam Herzing is also separately registered as an investment adviser representative, under Eagle Strategies LLC., a Registered Investment Adviser, offering advisory services in the state of CA.  As such, these services are strictly intended for individuals residing in CA.

Adam Herzing is licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.