Disclosures

Precision Financial Planning Services provides financial planning and related services. The information on this website is provided for general informational and educational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any security, insurance product or service.

Nothing on this website should be construed as personalized investment, tax, legal or accounting advice. You should consult your own investment, tax, legal and accounting advisors before engaging in any transaction or implementing any strategy discussed here.

Investing involves risk, including the potential loss of principal. Past performance is not indicative of, and does not guarantee, future results. No strategy, including diversification and asset allocation, can guarantee a profit or protect against loss in a declining market.

Any hypothetical illustrations, projections or planning scenarios presented are based on assumptions that may not reflect actual future conditions. Actual results will differ.

Insurance and annuities are offered through Raphael Vallier-Cotton, Insurance NPN #16172829. Insurance and annuity products are also available through appropriately licensed individuals and insurance carriers. Guarantees associated with insurance and annuity products are subject to the claims-paying ability and financial strength of the issuing insurance company. Product availability, features, riders and costs vary by state and by carrier.

Precision Financial Planning Services does not provide tax preparation, legal or accounting services. Tax and estate information presented on this website reflects our general understanding of current law, which is subject to change. Clients are encouraged to work with a qualified CPA and estate attorney, with whom we are glad to coordinate.

This website may contain links to third-party websites, podcasts, calendars or other resources. Those links are provided as a convenience. We do not control, endorse or assume responsibility for the accuracy, completeness or privacy practices of any third-party content or site.

Information you submit through forms on this website — such as your name, email address, phone number and the message you write — is used solely to respond to your inquiry and to communicate with you about our services. We do not sell your personal information.

Please do not transmit account numbers, Social Security numbers, passwords or other sensitive personal information through website forms or unencrypted email.

Precision Financial Planning Services may only transact business in states where it and its representatives are properly registered, licensed or exempt from registration. Responses to individual inquiries that involve the rendering of personalized advice, or an attempt to effect a transaction in securities or insurance, will not be made absent compliance with applicable requirements.

If you have questions about these disclosures, contact us at admin@precision-fps.com or (281) 739-3600.