Curtis Financial Planning

Disclosures

All written content on this site is for information purposes only. Opinions expressed therein are solely those of Cathy Curtis, Principal, Curtis Financial Planning. Material presented is believed to be from reliable resources and we make no representations as to its accuracy or completeness. Fee only financial planning and investment advisory services are offered through Curtis Financial Planning, a registered investment advisory firm in the state of California.

The presence of this web site on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of California or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of California.

Curtis Financial Planning, LLC (“CFPllc]”) is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

The information on this site is not 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. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Curtis Financial Planning disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Curtis Financial Planning does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall CFPllc be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if CFPllc or an CFPllc authorized representative has been advised of the possibility of such damages. Information contained on this site 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.




Curtis Financial Planning
3 Simple Steps To Improve Your Investment Results

Free Guide

3 Simple Steps To Improve Your Investment Results So You Can Sleep Better At Night

Download our free guide to find out how to alleviate your anxiety and maximize your results so you can achieve your financial goals.