Disclosures

illumiFI Wealth, LLC ADV Part 2A & 2B

Advisory services are offered through illumiFI Wealth, LLC, a Registered Investment Adviser with the state of Minnesota. Advisory services are only offered to clients or prospective clients where illumiFI Wealth, LLC and its representatives are properly registered or exempt from registration.

The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.

The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.

The information linked to on third-party sites is being provided strictly as a courtesy and convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the web sites you are visiting.

The opinions expressed in any commentary posted on this site are solely those of the individual author and do not necessarily reflect the views or opinions of illumiFI Wealth, LLC. These opinions are based on information available at the time of posting and are subject to change without notice. illumiFI Wealth, LLC does not commit to updating any posted positions or commentary to reflect subsequent developments. While the information and reasoning used to form these opinions are believed to be from reliable sources, illumiFI Wealth, LLC does not verify this information, and no guarantee is provided regarding its accuracy, completeness, or validity. illumiFI Wealth disclaims any and all liability for actions taken or not taken based on the content of this site. No warranty, express or implied, is given in connection with the content provided.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.