This website use cookies to ensure you get the best experience on our website
This website is for informational purposes only.
No guarantees can be made about future performance, and no illustrations or information presented are intended to be a warranty, assurance or guarantee of results that you may expect.
Any analysis results or recommendations that may be presented are a snapshot of where things stand at a specific point in time and are just to illustrate concepts.
Financial planning requires the use of a variety of assumptions that will vary substantially over time. The rapid change in the movement of the various assumptions makes it essential to update your personal financial plan along with any corresponding recommendations with your team of advisors at least once a year or when major changes occur.
Investments described may include actively managed and passive strategies, as well as fixed indexed annuities and cash value life insurance. The actual weightings and characteristics of investments described will vary over time. The value of your investments will fluctuate due to economic, political, market and specific holding events as they occur over time.
All aspects of risk and potential loss should be considered before making any investment or insurance purchase decision. You need to consider your comfort level for loss before and after dramatic drops occur.
Non-U.S. stocks and bonds may fluctuate due to the respective country and currency risks, which may work in your favor or against you. The unstable nature of some governments adds additional risk to investments made in foreign countries, and those investments may be less liquid than U.S. investments.
An index is not available for direct investment, so its performance does not reflect expenses associated with an actual investment you may have.
The use of additional asset classes may help reduce risk, but that objective is not guaranteed.
It is your sole responsibility to read all agreements and prospectuses thoroughly before you proceed with any of our services.
PlanPrep and Burt Williamson do not provide tax or legal advice. Any action you take should always be reviewed by your legal and tax advisors before proceeding with any strategy.
Disclosure
Investment advisory services are offered through Peace of Mind Planning, LLC (POM) doing business as Advisor Share Wealth Management (ASWM), a registered investment advisor. ASWM and PlanPrep, LLC, operate independently of each other. For a comprehensive overview of investment risks, fees, and services, please refer to the ASWM firm brochure (ADV Part 2A), obtainable from your Investment Advisor Representative or by contacting ASWM. The content provided on this website is for informational purposes only and should not be construed as a solicitation or recommendation of any investment strategy.
Investments and/or investment strategies carry inherent risks, including the potential loss of principal. There is no guarantee that any investment strategy will achieve its objectives.