Terms and Conditions

Advisory services offered through Stanford Wealth Planning LLC, an investment adviser registered with the State of Florida. Advisory services are only offered to clients or perspective clients where Stanford Wealth Planning LLC and its representatives are properly registered or exempt from registration. We will verify that we are authorized in the appropriate jurisdiction before providing advisory services to any new client.

The information on this site is provided for general information and educational purposes only. It is not intended as investment, tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund or other offering. You should not rely on website information as the sole basis for making financial decisions. Please consult your legal, tax, and financial professionals regarding your specific situation.

Investments involve risk including the possible loss of principal. It should not be assumed that any recommendations will necessarily be profitable. The information on this site is provided “AS IS” without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.

Third-Party Websites:
The information linked to on third-party websites is being provided strictly as a courtesy and convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the web sites you are visiting.

Sensitive Information:
Please do not send sensitive personal information (such as Social Security numbers, account numbers, or login credentials) through email or website forms. Electronic communications may not be secure.