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                    Succession Planning


                    Succession planning allows owners to leave their business on their own timeframe while preparing their company to be transferred to family members, key employees, an outside party, or even a charity. This must be done in a way that achieves personal financial security, maintains harmony, and achieves maximum value for the business.

                    Disclosure

                    Jason Stockmaster 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 License #0L80165), DC, FL, MA, MD, OH, PA, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

                    As a New York Life Agent, Jason Stockmaster is licensed and authorized to offer insurance in California, but STOCKMASTER FINANCIAL GROUP may not be. For additional information on California licensure status, please click here.

                    Jason Stockmaster 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, 8300 Tyler Blvd Ste 205, Mentor, OH, 44060, 440-290-8383. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, MA, MD, MI, NC, OH, PA, SC, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

                    Jason Stockmaster 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, CO, FL, MA, MD, MI, NC, OH, PA, SC, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

                    STOCKMASTER FINANCIAL GROUP is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                    Neither STOCKMASTER 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.

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                    • What We Do
                      • Circle of Services
                        • Solutions for Families and Businesses
                          • Investment Management
                          • How We Do It
                            • Who We Are
                              • Philosophy
                                • Our Founder
                                  • Our Strategic Resources
                                  • Who We Work With
                                    • Account Access
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