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Disclosures
Services, Programs,
Products and Copyrights
We take regulatory compliance very seriously
and want to
make your experience with our company the best that we possibly can.
Our policy is full disclosure about any services, programs and/or products
we represent to you. This means informing you of the benefits and costs associated
with anything we suggest and providing researched content for your review.
We comply with legal and
ethical standards using non-securities including insurance, annuities,
and financing for Idaho residents;
and
debt management nationwide.
We make INFORMED suggestions about financial products rather than displaying overgeneralized offerings on our web site. This approach optimizes
Custom
Products applications and minimizes compliance issues.
Seek appropriate professional counsel regarding legal and tax implications. Conceptual examples are not product offerings.
Accessing our information or formatting
implies consent not to duplicate it
except by
express permission from our Financial Health Services.
Services Latitude
and Updating
Changes
We may vary the level of service requested
or offer something else at our discretion and reserve the right to refuse any service
request.
You are under no obligation to implement our offer.
Information and services from this site are subject to updating changes
without
prior notice. Material plan updating changes come through
client reviews.
Personal Information,
Privacy and Spam Policy
We assume no liability for possible misuse of information
retrieved by others. We do not intentionally
share your information outside our network without your permission and have taken several
security precautions. Keep your security measures and practices in good working
order. If you are uncomfortable using electronic resources
we certainly understand and suggest using our “Face” offer.
Resources, Shop and Glossary Sections
These pages are strictly informational and are
not intended to endorse any financial product offering.
They are NOT a
substitute for legal, tax or other professional advice. We do not offer products without client collaboration.
Inappropriate Material and Functionality
If this site displays or links to objectionable material, or is not functioning
properly please accept our apologies and contact us immediately
so we can correct the problem.
If you have questions about any of this you may
contact
us by phone or email.
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