Disclosures

1. Educational Purpose

This information is designed to provide general information on the subjects covered. The specialized information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state or local municipalities taxes or penalties.

You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change and unique to every specific taxpayer's particular set of facts and circumstances.

2. Hypothetical Illustrations

Examples and hypothetical scenarios used throughout the website are intended solely to illustrate financial concepts and should not be interpreted as predictions or guarantees of future results.

3. Investment Advisory Services

Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.

4. Insurance Products

Insurance and annuity products offered through Belmont Capital Advisors, Insurance licensed in NC, License #: 0001633027

5. Potential for Loss Disclaimer

All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may significantly alter a portfolio's performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment losses.

6. Information Accuracy and No Warranty Disclaimer

THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION PROVIDED HEREIN OR ON THE MATERIAL PROVIDED. This document does not constitute a complete description of our investment services and is for informational purposes only. It is in no way a solicitation or an offer to sell securities or investment advisory services. Any statements regarding market or other financial information is obtained from sources which we and our suppliers believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Neither our information providers nor we shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. All investments involve risk, including foreign currency exchange rates, political risks, market risk, different methods of accounting and financial reporting, and foreign taxes. All data has been compiled solely by Well Planned and has not been independently verified.