Disclosure
While this publication is designed to provide accurate information related to the subject matter covered, no portion of the book’s content is or should be construed as a substitute for individual investment, financial planning, transaction, and/or transition planning advice from any consulting professional(s), including Elizabeth Ledoux, financial professional(s), including Laura Chiesman, or other members of The Transition Strategists or FirstWave Financial. Each individual’s circumstances are different. All forms of business transactions or succession planning pose some inherent risks. Individuals should seek business consulting, financial, legal, tax or other professional or expert advice or assistance from independent professionals, based upon the individuals’ particular circumstances.
Laura provides advisory services solely in her capacity as a WealthCoach™ of FirstWave Financial, a registered investment advisor located in Satellite Beach, Florida. FirstWave Financial and its affiliates, and their respective officers, directors and employees specifically disclaim any liability for any damages (whether direct or indirect, special, general or consequential), loss (including loss of business and profits), or risk (personal or otherwise) that is incurred as a consequence, directly or indirectly, of the use or application of any of the contents of this publication, which contents are provided “as is.”
Laura provides advisory services solely in her capacity as a Transition Strategist of The Transition Strategists. The Transition Strategists and its affiliates, and their respective officers, directors and employees specifically disclaim any liability for any damages (whether direct or indirect, special, general or consequential), loss (including loss of business and profits), or risk (personal or otherwise) which is incurred as a consequence, directly or indirectly, of the use or application of any of the contents of this publication, which contents are provided “as is.”
The authors make liberal use of case studies and examples. All identifying information has been changed, so ANY resemblance to actual individuals, living or dead, or companies is purely coincidental. No reader should construe any discussion in the book of actual client experiences as an indication or assurance that an existing or prospective client will experience a certain level of results if FirstWave Financial or vNacelle, LLC dba The Transition Strategists are engaged, or continue to be engaged, to provide investment advisory or transition consulting services. Mention of specific companies, organizations, or authorities in this book does not imply endorsement by the authors or the publisher.
Neither the information in this book, nor any opinion expressed in it, constitutes a solicitation for the purchase or sale of a security or other investment. A copy of FirstWave Financial’s current written disclosure statement discussing its advisory or transition consulting services and fees is available upon request.
If you have ANY QUESTIONS regarding the disclaimers and limitations related to the information contained in this book, FirstWave Financial’s Chief Compliance Officer, Laura Chiesman, CFP®, is available to address them.
