Disclaimer: Our services and the content we provide are for strategic planning and educational purposes. The content is developed from sources believed to be providing accurate information. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

All financial records are prepared based on the information and documents the service company (you, the client) provided. We assume no responsibility for inaccurate, incomplete, or fraudulent information provided by the client. We are not licensed advisors, attorneys, or tax professionals. Please consult with a professional for guidance specific to your individual legal and tax situation.

B3 Financial