Disclosures

The Fine Print

 

Registration Information

Plimsoll Financial Planning (“PFP”) is a registered investment adviser offering advisory services in the State of Alabama 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 PFP 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.

The scope of any financial planning and consulting services depends upon the request and needs of the client.  PFP does not serve as an attorney, accountant, or insurance agent. PFP does not prepare estate planning documents or tax returns, nor does it sell or receive commissions from any insurance products.


Website Content

All written content on this site is for information purposes only. Opinions expressed herein are solely those of PFP, 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.

 

Use of CERTIFIED FINANCIAL PLANNER™ and CFP® 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

Notes

A monthly email newsletter.

The internet is a distracting place, especially when it comes to learning about financial planning and investing. Once a month we help you filter the noise by sending you a list of the best things we've come across recently.