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Regulatory and Disclosure
Information for www.taxandfinancial.com
Regulatory Disclosure:
Tax & Financial Strategies, Inc. is a State of Washington Registered
Investment Advisory firm. We do not render or offer to render personalized
investment advice or financial planning advice through this medium.
This medium is limited to providing you with general information on
our services and provides a way for you to contact us. Advice can only
be rendered after all of the following conditions are met:
1. Delivery of our Form ADV Part
II to you.
2. Execution of an Investment Advisory and / or Financial Planning agreement
between you and us.
3. Initial payment of the planning fee or investment advisory fee by
you to us.
Other Disclosures:
The information in this web-site is based on data gathered from what
we believe are reliable sources. It is not guaranteed as to accuracy,
and does not purport to be complete and is not intended as the primary
basis for investment decisions. It should also not be construed as advice
meeting the particular investment needs of any investor.
All references that might be
made to an investment or portfolio's performance are based on historical
data and one should not assume that this performance will continue in
the future.
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