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Disclosure

Shawn Hart 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 DC, DE, FL, MD, NJ, NY, PA, and VA. No insurance business may be conducted outside the states referenced.

Shawn Hart is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1954 Greenspring Dr Ste 700, Timonium, MD, 21093, 410-938-8216. In this regard, this communication is strictly intended for individuals residing in the states of DC, FL, MD, and NJ. No offers may be made or accepted from any resident outside the specific states referenced.

HART WEALTH STRATEGIES, LLC is not owned or operated by New York Life Insurance Company or its affiliates.

Neither HART WEALTH STRATEGIES, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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  • About Us
    • About Hart Wealth Strategies
    • Investments
    • Shawn's Process
    • Life Insurance Solutions
    • Retirement Income Planning
    • Long-Term Care Insurance
  • Resources
    • Calculators
    • Articles
    • Videos
    • Tax Resources
  • Account Access
    • NYL Online Account
    • NYLIFE Securities
    • MainStay Mutual Funds
  • Contact Us

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