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Legal, Tax & Scope of Services Disclosure
We are not attorneys or certified public accountants, and we do not provide legal or tax advice. We are wealth advisors experienced in assisting clients with financial planning, investment strategy, and coordinating estate and financial planning considerations. Any discussion of estate planning, tax strategy, legal structures, or related matters is provided for educational and financial planning purposes only and should not be relied upon as legal or tax advice. Clients should consult their own qualified attorney and/or CPA regarding their specific legal and tax circumstances.
Third-Party & Affiliate Relationship Disclosure
We may provide access to legal document preparation tools and resources through our affiliation with LawDepot, an independent third-party provider of legal document templates and related services. LawDepot is not a law firm and does not provide legal advice. We do not draft legal documents, provide legal opinions, or review legal documents for legal sufficiency.
Compensation Disclosure
If a client chooses to use third-party document preparation services, we may receive compensation as an affiliate. In addition, we may charge the client a separate fee for our time, guidance, coordination, education, and financial planning support related to the estate or financial planning process. Our total fee for assisting a client may exceed the amount charged directly by LawDepot or other third-party providers. Clients are under no obligation to use any third-party service through us and may choose to access such services independently.
Conflict of Interest Disclosure
Because we may receive compensation in connection with certain third-party referrals, a potential conflict of interest exists. We strive to act in the client’s best interest and will disclose material compensation arrangements upon request.
Investment Risk Disclosure
All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Any illustrations, projections, or examples are hypothetical and for educational purposes only.