Disclosure

This web site is a publication of Life Planning Partners, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as complete analysis of the subjects discussed. Professional advisors should be consulted before implementing any of the strategies presented. Content should not be construed as an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein and does not involve the rendering of personalized investment advice. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.

Hyperlinks on this website point to sites beyond this website. We provide these links as a convenience only and disclaim any responsibility for the accuracy of information on other web sites. Information on this website is directed toward US. residents only. Life Planning Partners, Inc. is based in the State of Florida and is registered in both Florida and Texas. The firm only conducts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. Content should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Life Planning Partners is not engaged in the practice of law or accounting.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by advisor), or product made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels. Different investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. There are no assurances that a portfolio will match or exceed a particular benchmark.

Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor.