Financial Planning

The material contained in this website has been prepared by Asset Accumulation, Protection, Preservation and Transfer, LLC for informational purposes only and should not be construed as advice, nor does it constitute and advisor/client relationship. Readers should not act on any information without first obtaining investment and legal counsel.

Your questions are welcomed, but please do not send any confidential information without authorization to do so.

To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including and attachments) is not intended or written to be used, and cannot be used for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

The information in this website is not investment, financial, tax, accounting accounting or legal advice. DO NOT copy or rely on in any way the contents of this website for your particular situation. NO DUTIES ARE INTENDED OR CREATED BY THIS WEBSITE. If you have not executed a fee contract, an engagement letter, or new account form, AAPPT, LLC or Dempsey Lord Smith does NOT represent you as your investment advisor or broker-dealer, respectively.

 

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