Disclosure Statement

Disclosure Statement

This is not an offer or sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by SmartPlan Investing in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information should not be construed as financial or investment advice on any subject matter.

Why Choose Us?

Read More

Financial Science

Read More

Coaching & Education

Read More

Do you have questions about your financial picture? Let's talk about it.

Atlanta, GA

Jupiter, FL

(770) 450-6625
(561) 744-9547
This email address is being protected from spambots. You need JavaScript enabled to view it.