Disclosures
Targeted Financial Planning LLC is a registered investment adviser located in East Stroudsburg, Pennsylvania (CRD# 325641).
Please see Targeted Financial Planning’s Investment Adviser Public Disclosure.
Targeted Financial Planning may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Targeted Financial Planning’s website is limited to the distribution of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Targeted Financial Planning’s website on the Internet should not be construed by any consumer and/or prospective client as Targeted Financial Planning’s 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 Targeted Financial Planning 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 Targeted Financial Planning, please contact the state securities regulators for those states in which Targeted Financial Planning maintains a registration filing. A copy of Targeted Financial Planning’s current written disclosure statement discussing Targeted Financial Planning’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Targeted Financial Planning upon written request at any time. Targeted Financial Planning 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 Targeted Financial Planning’s website 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.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Targeted Financial Planning disclaims responsibility for third-party content including information accessed through hyperlinks. Any articles, research, or commentary contained on this website are accurate as of the date published and Targeted Financial Planning disclaims responsibility for updating information.