Address
and Disclaimer.
This site is not intended as a vehicle to offer securities
of any type to any person. No securities will be mentioned,
offered for sale or recommended.
Legal Strategies require a qualified estate planning
attorney.
An
RIA is an individual who has registered
with the Securities & Exchange Commission (SEC)
and holds himself out to be an investment advisor.
Registration is required of anyone who, for compensation
and as part of a business, gives advice, makes recommendations,
issues reports or furnishes analysis of securities
directly or through publications. RIA is not a credential.
It simply means an individual or firm has successfully
submitted certain filings to the Securities and Exchange
Commission.
Legal Strategies require a qualified estate planning
attorney. Information obtained in this site is for
use by MA residents only.
|