About LifePlanWMG.com

LifePlan Wealth Management Group – Website & Social Media Disclaimer and Terms of Use

LifePlan Wealth Management Group (“LifePlan”) is a registered investment adviser with the State of Connecticut. LifePlan, together with its investment adviser representatives, complies with all applicable registration and regulatory requirements imposed upon registered investment advisers in the jurisdictions in which it maintains clients. LifePlan may conduct advisory business only in those states and jurisdictions where it is duly registered or qualifies for an applicable exemption or exclusion from registration.

Information describing the business operations, services, and fees of LifePlan is publicly available on the U.S. Securities and Exchange Commission’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov. LifePlan provides its Form ADV disclosure brochure, which serves as the firm’s primary disclosure document, to all clients and makes copies available to prospective clients upon request. Detailed background information regarding LifePlan’s investment adviser representatives who may serve retail clients is likewise accessible through the SEC’s website.

This website is published within the United States and is intended solely for residents of the United States. LifePlan does not solicit, and expressly disclaims any intent to solicit, business in any international jurisdiction in which it is not registered.

This website is provided strictly for informational purposes. While LifePlan endeavors to ensure the accuracy of the information provided, the content of this website may contain errors or may become outdated. Information is subject to change without notice and should not be construed as a comprehensive analysis of the topics discussed.

No Guarantee of Performance

Past performance should not be construed as indicative of future results. No current or prospective client should assume that the future performance of any investment or investment strategy referenced on this website, whether directly by LifePlan or indirectly through a link to an unaffiliated third-party site, will be profitable or achieve results comparable to those indicated. All investments involve varying degrees of risk, including the potential loss of principal. No assurance can be given that any specific investment or strategy described herein will be suitable or profitable for a client’s portfolio.

No Offer of Services or Advice Through Website

Nothing contained on this website should be construed as a solicitation, offer, or recommendation to purchase or dispose of any security, investment, or to engage in any other transaction. LifePlan does not provide individualized investment advice or financial planning services through this website. Accessing or using the information presented on this site, or contacting LifePlan or its representatives, does not create an investment advisory relationship. Such a relationship is established only after:

1. A comprehensive review of the relevant facts pertaining to a potential engagement;

2. Execution of a written engagement and fee agreement; and

3. Delivery of LifePlan’s Form ADV disclosure brochure.

Third-Party Links

As a convenience, this website may provide links to third-party websites. LifePlan does not guarantee the accuracy, completeness, or timeliness of information contained on such sites, nor does inclusion of a link constitute an endorsement of the site, its sponsors, or its products and services. Technical issues with linked websites should be addressed directly with the entity maintaining the site.

Website Disclaimer and Limitation of Liability

This website and its contents are provided “as is,” without charge, for informational purposes only. LifePlan makes no representations or warranties, express or implied, regarding:

• the accuracy or completeness of the content;• the timeliness of the information;• any obligation to update such information;• the absence of technical inaccuracies or typographical errors; or• uninterrupted, error-free, or virus-free access to the website.

Users access this website at their own risk. Under no circumstances, including but not limited to negligence, shall LifePlan or its affiliates be liable for any direct, indirect, incidental, consequential, or special damages (including, without limitation, loss of data or profits) arising out of the use of, or inability to use, the content of this website, even if LifePlan has been advised of the possibility of such damages. Certain jurisdictions do not permit the exclusion or limitation of liability for consequential or incidental damages; in such jurisdictions, LifePlan’s liability shall be limited to the maximum extent permitted by law.

Social Media Activities

All written, video, or other content provided on social media platforms is for informational purposes only and should be considered incomplete and absent of any professional advice or recommendation. Views expressed in social media posts, shares, tweets, likes, and similar social media activities are the current opinion of the author, but not necessarily those of LifePlan or its principles, employees, or affiliates. The author’s opinions are subject to change without notice. The information shared was received from sources believed to be reliable, but accuracy is not guaranteed. Any person or entity endorsed or recommended is not affiliated LifePlan. Clicking the “Like”, or similar, button does not constitute a testimonial for or endorsement of LifePlan. "Like" is not meant in the traditional sense. Photos and images should not be construed as an endorsement of LifePlan. Viewers should read all disclosures and disclaimers herein carefully. Investors should not attempt to make investment decisions solely based on the information contained in any social media communication as it does not offer enough information to make such decisions and may not be suitable based on your personal financial circumstances.Information provided is general in nature and does not constitute personalized investment advice. A professional advisor should be consulted before implementing any of the options presented. Any tax and estate planning information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Any investment contains risk including the risk of total loss.