Blum Financial, LP d/b/a Strategic Wealth Planning (“SWP”) is an SEC registered investment adviser located in Dallas, Texas. SWP only transacts business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. SWP is licensed to sell insurance products in the states of California, Colorado, Idaho, Kansas, Nevada, Jew Jersey, Texas and Washington, and may add additional states as necessary. None of the investment products or services mentioned on this Site are available and prospectuses will not be distributed in any state where such distribution would be contrary to local law or regulation.
No offer provided.
Neither the information nor any opinion expressed on this web site (Site) constitutes an offer by SWP to buy or sell securities or financial instruments or to provide any investment advice or services. Further, the services, securities and financial instruments described on this Site may not be suitable for or available to you. As to SWP’s planning and 401k strategies, some or all may be inappropriate for you, your family, your business or your estate.
Content is for informational purposes only, provided without any warranties.
While SWP has attempted to provide accurate Site information, it is not responsible for any errors or omissions or for the results obtained from the use of any information on this Site. All information is presented without any express or implied warranties, including, without limitation, the implied warranties of merchantability, fitness for a particular purpose and/or non-infringement. SWP will not be responsible or liable under any circumstances, for any special or consequential damages that may result from the use of any Site materials or the inability to use them.
Any reference on this Site to past performance or to outcome possibilities should not be construed as a promise of future results. Newsletters, articles and blogs on this Site may contain discussions or references to portfolio positions and/or recommendations as of a specific prior date. Various factors such as changing market conditions can cause SWP to change recommendations and strategies at any time. Therefore, any Site information or blog discussion should not construed as personalized investment advice.
SWP is not an accounting or legal firm and as such, any information on SWP’s Site pertaining to accounting, tax or legal matters should not be interpreted as providing legal, accounting or tax advice.
Disclaimer of Third Party Information
As to third party information, SWP does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by an unaffiliated third party, whether linked to or incorporated into this Site
Permission required to refer or link to this Site.
If you intent to refer or link to this Site, you must notify SWP in advance and obtain its prior written permission.
Reservation of rights.
SWP reserves all rights, title and interest in and to this Site, as well as to the domain name, design, layout and Site “look and feel”, and the trademarks, service marks, trade dress and all other intellectual property and proprietary rights. SWP grants no rights to and the Site reader agrees that he/she has no rights in or to the foregoing.
Agreement to be bound.
By accessing and using this Site, you acknowledge that you have read, understood and agree to be bound by these posted terms, as amended from time to time.