Legal

The information found on this website reflects the thoughts and opinions of Serene Wealth Planning LLC and is protected by copyright. No part of the website may be modified, distributed, posted, or transmitted without the prior written consent of Serene Wealth Planning LLC. Opinions and thoughts found in this site constitute the judgment of Serene Wealth Planning LLC and are subject to change without notice.

The information provided on this website is intended for informational, educational, and noncommercial purposes only. Nothing in this website is intended to constitute legal, tax, securities, investment advice, or an opinion regarding the appropriateness of any investment or service for any individual or investor and should not be relied upon in making an investment decision. You should consult your tax or legal adviser about the issues discussed herein.

You alone will bear the sole responsibility of evaluating the merits and risks associated with the use of any data, information, or content on this site before making any decisions based on such data, information, or content. In exchange for using such data, information, or content, you agree not to hold Serene Wealth Planning LLC or its third party content providers liable for any possible claim for damages arising from any decision you make based on information made available to you through this site.

Serene Wealth Planning LLC will only transact business in states in which the firm is properly registered, or exempted from registration requirements. Nothing in this site is intended as an offer or solicitation for the purchase or sale of any financial instrument.

Serene Wealth Planning LLC believes the information provided on this site has been obtained from reliable sources, but accuracy, completeness and suitability for any purpose cannot be guaranteed. The information on this site is not intended to be a complete description of the services of Serene Wealth Planning LLC.

Links to other website or references to other products, services, or publications do not imply the endorsement or approval of such by Serene Wealth Planning LLC. Third-party websites reached through links from this website may have privacy and security policies that differ from ours. Serene Wealth Planning LLC is not responsible for any damages that may result from visiting a site that is linked to this site.

All references that may be made to an investment or portfolio’s performance are based on historical data and one should not assume that past performance is indicative of future performance. Furthermore, it should not be assumed that any investment product or strategy directly or indirectly (through links) mentioned in this site will be appropriate or profitable to any particular investor, or deliver investment performance equal to the past.

Investing entails risks, including possible loss of principal. There are special risk considerations associated with value strategy investing, international investing (including emerging markets), and small company investing. No assurances or guarantees are given regarding the performance of any investment. Returns, share price, and yield will fluctuate and redemption value may be more or less than original cost.