1. Our Services: We are a wholistic asset strategy firm that specializes in finance, insurance, health, mindset, and legacy planning. Our services are designed to help clients achieve their financial goals through comprehensive planning and personalized strategies.

1. Material Disclaimer: The information contained on this website is for informational purposes only and is not intended as a substitute for professional financial advice. We do not guarantee the accuracy, completeness, or timeliness of the information on this site.

2. Investment Risk: All investments involve risk, including the potential loss of principal. Past performance is no guarantee of future results.

3. Insurance: Our insurance services are intended for residents of the state in which we are licensed. Availability of products and services may vary by state.

4. Legal Disclaimer: Our services are not intended to provide legal or tax advice. Clients should seek the advice of their own legal and tax advisors before engaging in any transaction.

5. Compensation: We may receive compensation from the sale of financial products and services to clients.

6. Third-Party Websites: Our website may contain links to third-party websites. We do not control and are not responsible for the content or accuracy of these sites.

7. Confidentiality: Our clients’ information is kept confidential and is not shared with third parties unless required by law.

8. Changes: This website disclosure may be updated periodically and without prior notice.

This disclosure serves to inform our clients of the nature and scope of our services, as well as any potential conflicts of interest. We are committed to providing transparent and ethical service to our clients and welcome any questions or concerns.