All written content on this site is for information purposes only. Opinions expressed herein are solely those of the firm. No client or prospective client should assume that any discussion serves as the receipt of, or a substitute for, personalized advice from the advisor. Advisor is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Links to other sites endorsing an investment should not be construed as a recommendation of that investment by the advisor. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-Only financial planning and investment advisory services are offered through Sound Stewardship, LLC, an investment adviser registered with the United States Securities and Exchange Commission (SEC).
The presence of this website on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services and is only intended for clients and interested investors residing in states in which the advisor is qualified to conduct investment advisory services.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the advisor), will be profitable or equal any historical performance level(s).
Click one of the following for more details about each topic (documents may open as a PDF):
Form CRS (Customer Relationship Summary)
Business Continuity Plan Statement