Disclaimers

 
Disclaimer: Provident Planning, Inc. (“PPI”) is a Pennsylvania registered investment adviser. Representatives of PPI are in compliance with the current registration requirements imposed on registered investment advisers by those states in which PPI has clients.

PPI will only transact business in states where it is registered or qualifies for an exemption or exclusion from registration requirements. This information is distributed for educational purposes only and should not be considered personalized investment advice for compensation, an offer of any security for sale, or a solicitation or attempt to effect securities transactions.

Any subsequent, direct communication by PPI with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client lives.

Paul Williams is an investment adviser representative for Provident Planning, Inc., a Pennsylvania registered investment adviser. Information contained on this website has been obtained from sources believed to be reliable, but it is not guaranteed and should not serve as a replacement for personalized financial advice from a trusted professional. This information is distributed for educational purposes only and should not be construed as personalized financial advice, an offer of any security for sale, or an offer to provide investment advice for compensation. Past performance is no guarantee of future results, and no representation is made that the stated results will be replicated.

Treasury Circular 230 Notice: Any U.S. tax advice on this blog is not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any transaction or matter addressed on this blog.

FTC Disclaimer: On many sites you’ll find articles that review products or services and link to them. Often, those sites use affiliate links when writing their reviews which gives them a commission if you buy it. You may find some affiliate links on Provident Planning. If in doubt, assume a link to a product or service is an affiliate link. However, if I write a review of a product or service, it’s because I feel like I have something useful to say about it (positive or negative). Read my ad policy for more information.

Additionally, I may receive a product or service for free in the hope that I will mention it on my blog. Regardless, I only recommend products or services I use personally and believe will be good for my readers. I do not promise favorable reviews to businesses in exchange for free products or services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.