The information in this website is designed to provide a general overview with regard to financial planning and investments and should not be considered personalized advice. Advice can only be rendered after delivery of Financial Planning Office’s Firm Disclosure Brochure (Form ADV Part II) and the execution of an agreement between the client and Financial Planning Office.

The website is not deemed to be a solicitation for advisory services in a state where the advisors are not registered or are exempt from registration.