Disclosures

Advisory services are offered through Groundwork Financial Partners, an investment adviser registered with the the state of AZ. Advisory services are only offered to clients or prospective clients where Groundwork Financial Partners and its representatives are properly registered or exempt from registration.

 

The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.

 

The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.

 

If linking to 3rd Party Websites:

The information linked to on third-party sites is being provided strictly as a  courtesy and convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the web sites you are visiting.

 

Other Printed Material Disclosure:

The information presented is the opinion of the author and does not reflect the views of any other person or entity unless specified. The information provided is believed to be reliable and obtained from reliable sources, but no liability is accepted for inaccuracies. The information provided is for informational purposes and should not be construed as advice. Advisory services offered through Groundwork Financial Partners, an investment adviser registered with the the state of AZ.

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Live Presentation Disclosure:

Information presented is believed to be factual and up-to-date, but no guarantee is made to its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the subjects presented.

 

Advisory services offered through Groundwork Financial Partners, an investment adviser registered with the state of AZ. For disclosure information please visit: https://adviserinfo.sec.gov/

  

Recorded Presentation Disclosure:

Information presented was believed to be factual and up-to-date as of the date of recording, but no guarantee is made to its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the subjects presented.

 

Advisory services offered through Groundwork Financial Partners, an investment adviser registered with the state of AZ. For disclosure information please visit: https://adviserinfo.sec.gov/

 

Special Situation Disclosures:

 

Tax and Legal Matters

The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

 

Holistaplan

This tax report has been prepared by Groundwork Financial Partners, a registered investment adviser, using Holistiplan, an unaffiliated  third-party vendor. This illustrative report is for informational purposes only and should not be construed as individualized tax or legal advice. The analysis presented is based on client-provided data and Groundwork Financial Partners does not independently verify the data and makes no representations as to the accuracy or completeness of the data provided by the client or any third-party. Projections are based on hypothetical scenarios based on the latest available tax code and should not be viewed as guarantees of actual outcomes. Tax laws and individual circumstances may vary. Clients are advised to consult with a qualified tax professional before implementing any tax-related strategies.

  

General Market Commentary Statements

The opinions expressed in any commentary posted on this site are solely those of the individual author and do not necessarily reflect the views or opinions of Groundwork Financial Partners. These opinions are based on information available at the time of posting and are subject to change without notice. Groundwork Financial Partners does not commit to updating any posted positions or commentary to reflect subsequent developments. While the information and reasoning used to form these opinions are believed to be from reliable sources, Groundwork Financial Partners does not verify this information, and no guarantee is provided regarding its accuracy, completeness, or validity. Groundwork Financial Partners disclaims any and all liability for actions taken or not taken based on the content of this site. No warranty, express or implied, is given in connection with the content provided.