About Your Financial Plan or Consulting Report
This financial plan or consulting report (“the written report”) is only a general
guideline that is designed to review your current financial situation and to assist
you in making financial decisions related to your stated financial needs, priorities,
and concerns. Its ultimate goal is to recommend actions designed to help you achieve your
stated financial objectives.
The written report and any recommended courses of action contained herein are based on the information you have provided. As such, the analyses and any graphs are dependent upon the accuracy of the data you have provided. Depending upon the scope of planning or consulting services you have identified in your Advisory Services Client Agreement, you should be aware of the following: