The funds described herein are open to “accredited investors” only, through an offering made in accordance with Regulation D, Rule 506(c) of the Securities Act of 1933, as amended. In purchasing securities through a 506(c) offering, we are obligated to verify any participating investor’s status as an “accredited investor” in accordance with Rule 501 of Regulation D. Investors should consider the investment objectives, risks, charges, and expenses of the fund carefully before investing. We do not make any representations as to the accuracy or completeness of the information contained on this website and undertake no obligation to update the information. Past performance is not an indicator of any future results. All investments contain risk and may lose value. This does not constitute an offer to sell or a solicitation of interest to purchase any securities or investment advisory services in any country or jurisdiction in which such offer or solicitation is not permitted by law.


In this Show

MARK YOUR CALENDARS FOR MAY 17th at 3:30 PM! 🗓🗓🗓 We’ve heard from so many of you about your concerns about the new tax legislation, so we’re providing a seminar to address them AND provide valuable tax planning services too.

As a part of our 2018 #NationalTaxPlanning Month celebration, we’ll even be providing tax planning services for over 85% off the normal price- just pay 💵$100! 💵 !

Space is extremely limited, so get your seat now by calling Julie at our office 423-486-9300

(Visited 40 times, 1 visits today)