Disclosures
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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IMPORTANT DISCLOSURE INFORMATION
Winters Financial Group, Inc. (“IA Firm”) is an SEC registered investment adviser located in Thousand Oaks, California. A copy of the IA Firm’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request and/or on this web site at www.wfginc.com
IA Firm may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. IA Firm’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of IA Firm’s web site on the Internet should not be construed by any consumer and/or prospective client as IA Firm’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by IA Firm with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of IA Firm’s current written disclosure Brochure discussing IA Firm’s business operations, services, and fees is available from IA Firm upon written request. IA 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 IA Firm web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by IA Firm), will be profitable or equal any historical performance level(s).
Certain portions of IA Firm’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, IA Firm (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from IA Firm, or from any other investment professional. IA Firmis neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.