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Disclosures:

Each client’s circumstances and outcomes are unique. Testimonials or endorsements do not reflect a typical client and client results are not indicative of a guarantee of investment performance or financial outcomes. Reviews left on this website or third-party websites may or may not be current clients of our firm. The firm did not offer compensation in exchange for reviews or endorsements. Past performance does not guarantee future results.

PLEASE READ THESE TERMS AND CONDITIONS CAREFULLY. BY ACCESSING THIS SITE AND ANY PAGES HEREOF, YOU AGREE TO BE BOUND BY THE LEGAL TERMS AND CONDITIONS SET FORTH BELOW. IF YOU DO NOT AGREE TO THESE LEGAL TERMS AND CONDITIONS, DO NOT ACCESS THIS SITE, OR ANY PAGES HEREOF. 

Copyright © 2024 PlanPILOT, LLC. All Rights Reserved.
Proprietary and editorial content on this website is the sole property of PlanPILOT, LLC and protected by U.S. copyright and intellectual property laws. Sharing and/or printing our material via Twitter, Facebook, LinkedIn, etc. for personal, noncommercial use only is allowable, with proper credit. Any attempt to publish, reproduce or commercially distribute any copyrighted material without the expressed written permission of PlanPILOT, LLC is strictly prohibited.

We prohibit the use of the PlanPILOT name, any of its registered domain names, and any of its logos or other trademarks as part of a link to or from any site unless approved in advance and in writing by PlanPILOT. Using any metatags or any other hidden text featuring any PlanPILOT domains or other trademarks without our expressed written consent is strictly prohibited.

Your privacy is very important to PlanPILOT. Our policy is to respect and protect the privacy of clients, prospective clients and other visitors which use this website. The purpose of this privacy policy is to provide you with a description of the type of information we collect and how we use that information.

PlanPILOT does not collect personally identifiable information on our website unless you choose to give it to us via electronic mail message or through a form submission for inquires. We keep the information you submit to us confidential. The information we collect when guests visit the website does not identify individual users; however, we may collect the amount of traffic visiting the site, which pages are visited and for how long, where visitors come from, and what ISP they are using. We use the information we collect to improve the quality of our website, enhance or tailor the information we offer, and make your experience on our site as valuable and efficient as possible.

Information and articles on this site are for general information purposes only.  PlanPILOT does not provide legal or tax advice. Nothing should be interpreted as investment advice.

While every effort is made to ensure the accuracy and integrity of this site, the site may contain inaccuracies and/or errors. Use of this site is at your sole risk and we provide this site “as is” and “as available” and without any warranty or condition, expressed or implied, as to the operation, accuracy, reliability, completeness or timeliness of the content or materials included on this site.

PlanPILOT does not warrant that this site, its servers, e-mail, downloads from this site, etc. are free from viruses or other harmful components. Downloading articles or other materials is done at one’s own risk and PlanPILOT is are not to be held responsible.

This website may contain links to other websites (“Useful Links”). The Useful Links are provided for your convenience and information only and, as such, you access them at your own risk. Furthermore, PlanPILOT’s Privacy Policy is applicable only when you are on our website. Once you link to another website, you should read that site’s privacy policy before disclosing any personal information.

The content of any Useful Links is not under PlanPILOT’s control, and it is not responsible for, and does not endorse, such content. You may not establish a hyperlink to this website or provide any links that state or imply any sponsorship or endorsement of your website by PlanPILOT without written consent. PlanPILOT reserves the right to terminate any Useful Links or linking program at any time.

PlanPILOT reserves the right, in its sole discretion, to modify, alter or otherwise update these terms and the content of this site at any time. Such modifications shall be effective immediately upon posting.