Contact - Professional Planning and Wealth

Investment advisory services are offered through Professional Planning & Wealth, LLC (“ProPlan” or “Firm”) a registered investment advisor. ProPlan and its representatives comply with the current filing requirements imposed on registered investment advisers by the jurisdictions in which the Firm has clients. The Firm may transact business only in states where it is registered or qualifies for an exemption or exclusion from registration requirements. The Firm’s website is limited to the dissemination of general information about its advisory services, together with access to additional investment-related information, publications, and advertising links. Accordingly, publication of the Firm’s website on the Internet should not be construed by any consumer or prospective client as a solicitation by ProPlan to effect or attempt to effect transactions in securities or to provide personalized investment advice for compensation. Any direct communication by the Firm with a prospective client shall be conducted by a representative who is registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information regarding the Firm’s registration status, please contact the SEC or the state securities regulators in the states where the Firm maintains a filing.

A copy of ProPlan’s current written disclosure statement discussing business operations, service, and fees is available from the Firm upon request. The Firm does not make any representations or warranties as to the accuracy, timeliness suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Firm’s website or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. No current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by the Firm) made reference to directly or indirectly by the Firm in its website or through a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance levels. Different types of investments involve varying degrees of risks and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio.

ProPlan provides individualized investment advice only after entering into an advisory agreement and obtaining client information.

Professional Planning & Wealth Form CRS