Terms of Use - Disclaimer
Plan Wisely Wealth Advisors (“PW”), a DBA of New Century Financial Group, LLC (“NCFG”), is pleased to offer this “Budgeting Made Easy” course. Our team has thoughtfully created content we believe will provide great value to you while building and maintaining financial security through the management of your budget.
This is not a one-on-one engagement, which means the content is not customized to your individual situation. We speak broadly to a variety of situations that may or may not fit your needs. Personal finance is personal, and therefore you may have unique planning situations that are not fully addressed in the material.
It is your responsibility to customize and implement recommendations made throughout the course or seek the advice of a professional.
The information in this course is provided “AS IS” and without warranties of any kind, either express or implied. To the fullest extent permissible pursuant to applicable laws, “PW” disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. “PW” does not warrant that the information will be free from error. None of the information provided in this course is intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non- securities offering.
The information should not be relied upon for purposes of transacting securities or other investments.
Your use of the information is at your sole risk. Under no circumstances shall “PW” be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if “PW” authorized representative has been advised of the possibility of such damages. In no event shall “PW” have any liability to you for damages, losses and causes of action for accessing this site or using the information in this course. The enclosed material is for general use and may not address specific financial circumstances for all students. Information in this course should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
“NCFG” is a registered investment adviser offering advisory services in the States of, AK, AZ, AR, AA, AE, AP, CA, CO, CT, DC, DE, FL, GA, GU, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI and WY and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by “NCFG” in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of "PW” unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.
Firm Disclosure