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Paulseen Financial Group

Ronald V. Paulseen

Financial Advisor
  • ABOUT US
    • MISSION
    • PLANNING
    • LEGACY
    • VISION
  • OUR TEAM
  • CONTACT US

A Practice focused on Estate and Transition Planning Since 1972

Planning

Everyone has three plans:

Yellow circle

The plan you think you have.

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The plan you actually you have.

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The plan you want you have.

Disclosure

Ronald Paulseen 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 AZ, and KS. No insurance business may be conducted outside the states referenced.

Ronald Paulseen 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, 3411 N Webb Rd, Wichita, KS, 67226, 316-685-9600. In this regard, this communication is strictly intended for individuals residing in the state of Kansas. No offers may be made or accepted from any resident outside the specific state referenced.

Ronald Paulseen is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the state of Kansas. As such, these services are strictly intended for individuals residing in the state referenced.

Aeramy Porter 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 AR (AR Insurance License #6102039), AZ, CA (CA Insurance License #0D67229), CO, FL, GA, IL, KS, KY, LA, MN, MO, MT, NE, NM, NV, NY, OH, OK, OR, PA, SC, SD, TX, VA, WA, and WY. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Aeramy Porter is licensed and authorized to offer insurance in California and Arkansas, but Paulseen Financial Group may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

Aeramy Porter 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, 3411 N Webb Rd, Wichita, KS, 67226, 316-685-9600. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, FL, IL, KS, LA, MN, MO, NE, NJ, NM, NV, NY, OK, OR, PA, SC, TX, WA, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Aeramy Porter is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, CO, FL, IL, KS, LA, MN, MO, NE, NJ, NM, NV, NY, OK, OR, PA, SC, TX, WA, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Aeramy Porter is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Tyler Porter 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 FL, KS, LA, MO, MT, NC, NE, NM, OK, PA, SC, and TX. No insurance business may be conducted outside the states referenced.

Tyler Porter 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, 3411 N Webb Rd, Wichita, KS, 67226, 316-685-9600. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, KS, NE, NM, OK, SC, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Tyler Porter is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, KS, NE, NM, OK, and SC. As such, these services are strictly intended for individuals residing in the states referenced.

Paulseen Financial Group is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Paulseen Financial Group 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.

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
Paulseen Financial Group

Ronald V. Paulseen

Financial Advisor
  • ABOUT US
    • MISSION
    • PLANNING
    • LEGACY
    • VISION
  • OUR TEAM
  • CONTACT US

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