DISCLOSURES
Registration
Fiduciary Duty
Additional Disclosures
Compliance Disclosures:
- Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities, products or investment advisory services mentioned herein.
- Information on this website does not constitute a complete description of our services.
- Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly on this website, or indirectly via hyperlink to any unaffiliated third- party website, will be profitable or equal to past performance levels.
- Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. A professional advisor should be consulted before implementing any of the options presented.
- All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals may materially alter the performance, strategy and results of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.
Advisory Services offered through CS Planning Corp, an SEC registered investment advisor.
1560 E. Southlake Blvd. Suite 100
Southlake, TX 76092
Advisory Services offered through CS Planning Corp, an SEC registered investment advisor.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Advisory Services offered through CS Planning Corp, an SEC registered investment advisor.
1560 E. Southlake Blvd. Suite 100
Southlake, TX 76092