Transparency You Can Trust

Disclosures

Our disclosures provide clear insights into how we operate, ensuring trust and integrity as we guide your financial security.

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Powering Your Retirement (“Firm”) is a registered investment adviser located in [insert city and state]. Powering Your Retirement may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Powering Your Retirement’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Powering Your Retirement’s website on the Internet should not be construed by any consumer and/or prospective client as Powering Your Retirement’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Powering Your Retirement with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

For information pertaining to the registration status of Powering Your Retirement, please contact the state securities regulators for those states in which Powering Your Retirement maintains a registration filing. A copy of Powering Your Retirement’s current written disclosure statement discussing its business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov – or from Powering Your Retirement upon written request. Powering Your Retirement does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to its website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only, and all users thereof should be guided accordingly.

This website and information are provided for guidance and informational purposes only. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Past performance is not indicative of future performance.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Powering Your Retirement’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Powering Your Retirement or any other investment professional.

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