Wealth and Business Planning Group, LLC (The Financial Quarterback™)website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Wealth and Business Planning Group, LLC (The Financial Quarterback™) website on the Internet should not be construed by any consumer and/or prospective client as Wealth and Business Planning Group, LLC (The Financial Quarterback™) solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
Advice can only be rendered after the following conditions are met: 1) The delivery of a disclosure statement, and execution of an investment advisory and/or a financial planning contract by the client and the adviser; and 2) Initial Payment of the planning fee or investment advisory fee by the client to the adviser. Furthermore, the information resulting from the use of tools, charts, graphs or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Wealth and Business Planning Group, LLC (The Financial Quarterback™).
Any subsequent, direct communication by Wealth and Business Planning Group, LLC (The Financial Quarterback™) with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Wealth and Business Planning Group, LLC (The Financial Quarterback™) current written disclosure statement discussing Wealth and Business Planning Group, LLC (The Financial Quarterback™) business operations, services, and fees is available from Wealth and Business Planning Group, LLC (The Financial Quarterback™) upon written request.
Wealth and Business Planning Group, LLC (The Financial Quarterback™) does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Wealth and Business Planning Group, LLC website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD PARTY WEBSITE LINKED TO THIS WEBSITE.
QUESTIONS
We welcome questions and comments about our regulatory disclosures and/or confidentiality policy. Questions can be sent to info@TheFinancialQB.com or call us at 407-622-6669.