WR Wealth Planners is a registered investment advisor located in Missouri. WR Wealth Planners and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which WR Wealth Planners maintains clients. WR Wealth Planners may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. WR Wealth Planners’ 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 WR Wealth Planners’ website on the Internet should not be construed by any consumer and/or prospective client as WR Wealth Planners’ 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 WR Wealth Planners 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. For information pertaining to the registration status of WR Wealth Planners, please contact the SEC, FINRA or the state securities regulators for those states in which WR Wealth Planners maintains a filing. A copy of WR Wealth Planners’ current written disclosure statement discussing WR Wealth Planners’ business operations, service, and fees are available from WR Wealth Planners upon written request. WR Wealth Planners 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 WR Wealth Planners’ web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by WR Wealth Planners) made reference to directly or indirectly by WR Wealth Planners in its web site, or indirectly by a link to an unaffiliated third-party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Certain portions of WR Wealth Planners’ web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, WR Wealth Planners’ (and those of other investment and non-investment professionals) positions and/or recommendations 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 recommendations(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 WR Wealth Planners, or from any other investment professional. WR Wealth Planners is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to WR Wealth Planners’ web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from WR Wealth Planners, or from any other investment professional.