The performance of your investments cannot be guaranteed. Some investments are riskier than others. Before making any investment, you should understand the investment product and the associated risks. Please notify Plan Confidence Corporation if your portfolio warrants changes due to a modification of your risk tolerance. Plan Confidence Corporation does not provide legal or tax advice. Please seek a tax professional for your specific situation.

The accuracy, completeness, timeliness or sequencing of the information is not guaranteed. There is no warranty of any kind, express or implied, regarding the information accessed by or through this site. Plan Confidence or its affiliates shall not have any responsibility for direct, indirect, consequential, special or other damages you may incur by relying upon the information contained in this site or for delays or errors in the transmission or delivery of any part of the information.

The information, data, analysis and opinions contained in the services include confidential and proprietary information. This may include or be derived from account information provided by you. To the maximum extent permitted by law, Plan Confidence disclaims any and all liability in the event that any content or data on the service is inaccurate, incomplete, unreliable, or results in any investment or other losses.

You acknowledge that an investment in any security is subject to a number of risks you expressly understand and agree that your use of the services is at your sole risk and that the services are provided "as is". The services utilized to provide information to you and other users does not independently evaluate the suitability of or recommend any investments for you or your clients.

Mutual funds and Exchange Traded Funds are sold by prospectus only. Consider the investment objectives, risks, charges, and expenses of the investment company carefully before investing. The prospectus contains this and other information about the investment company. Prospectuses may be obtained from the investment company or from your registered representative. Please read the prospectus carefully before investing.

There are no guarantees that the objectives within each risk classification will be met. Your portfolios may contain some, but not all, of the Asset Categories that comprise each model. Your performance may deviate from the model depending on the allocation of your assets and length of time invested.

Information regarding our Registered Investment Advisor is provided in the Form ADV Part 2A. This document provides information about the firm, the services we offer, fees that are charged, and other significant details. If you would like to receive our most recent disclosure document, please contact our office at support@planconfidence.com.

Plan Confidence Corporation is an Investment Advisor registered with the U.S. Securities Exchange Commission. 4974 Oldham St Sarasota FL 34238. P: 312.373.0772.

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