Wealth Action Planners

The following disclaimer outlines the terms and conditions governing the use of the website provided by Wealth Action Literacy Partners 5584, LLC D/B/A Wealth Action Planners, which offers personal financial planning Services. By accessing and utilizing our website, you agree to comply with these terms and conditions. Please read this disclaimer carefully before proceeding.

Investment planning services offered are client specific. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results.

Advice
This website is intended for general public use. By providing this content, Wealth Action Planners is not attempting to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity.

In addition, the presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Accuracy of Information
Further, opinions expressed herein are solely those of Wealth Action Planners, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by the team as to other parties’ informational accuracy or completeness.

All information or ideas provided should be discussed in detail with a planner, accountant or legal counsel prior to implementation. In addition, we cannot guarantee the accuracy, completeness, or reliability of the information provided. Please contact a financial representative for guidance and information that is specific to your individual situation

No Legal or Tax Advice
This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or promote, market, or recommend any tax plan or arrangement. Wealth Action Planners does not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Limitation of Liability
Wealth Action Planners shall have no liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

The Better Business Bureau (BBB) is a membership organization governed by The Council of BBBs, Inc.. Businesses in the U.S. and Canada may apply for accreditation with their local BBB and are evaluated on eight BBB Standards of Trust. They are defined as a comprehensive set of best practices for how businesses should treat the public in a fair and honest manner.

Businesses must pay a fee for accreditation review and monitoring for continued compliance to BBB standards when applying for accreditation. BBB assigns ratings to accredited businesses, which range from A+ (highest) to F (lowest) and are based on a defined set of rating elements.

Logos and/or trademarks are property of their respective owners, and no endorsement of Wealth Action Planners is stated or implied. The BBB and Wealth Action Planners are not affiliated. For the detailed requirements of the Better Business Bureau, please visit:

Logos
Logos and trademarks used are the property of their respective owners and no endorsement by the owners of the producer is stated or implied.://www.bbb.org

Wealth Action Planners is not affiliated nor endorsed by any government agency.

Changes to Disclaimer
We reserve the right to modify or update this disclaimer at any time without prior notice. The revised disclaimer will be effective immediately upon posting on our website. It is your responsibility to review this disclaimer periodically for any changes.

By using our website, you acknowledge that you have read, understood, and agreed to the terms and conditions of this disclaimer. If you do not agree with any part of this disclaimer, please refrain from using our website.