Read with the guides
Disclaimer
Everything published on this site is general information. It is written for a wide audience and cannot know your income, your tax position or your goals. Please read this page before you make a decision based on the guides.
1In short
General information, not personal advice.
No advisory relationship until you sign a written agreement.
No guarantees, and past results are no promise of future ones.
2Limits
What this site does not do
Not personal advice
Nothing on the site recommends that you buy, sell or hold a security, or follow a particular tax, legal or insurance course. Advice fitted to you comes only after you have agreed in writing to engage the firm.
No relationship yet
Reading a guide, running a calculator or sending an inquiry does not make you a client. None of the three creates an advisory, brokerage or fiduciary relationship.
No guarantees
An investment's record to date is no predictor of its results to come. Investments can lose value, and the site promises no outcome, whether the figure comes from a guide, a table or a calculator.
Outside links
The site shows no advertising, but some pages point to other websites. Those websites are independent of us, we do not control what they publish, and a link does not mean that we endorse it.
Other advisors
This site does not pass visitors to outside advisors. Any other advisor or planner you work with is independent of the firm, is responsible for their own advice, and should give you their own disclosures first.
3Next step
Talk to an advisor at the firm
When you would like to talk something through, an advisor at Fenul Wealth Management can contact you.
Fenul Wealth Management LLC is an investment adviser registered with the State of California (CRD #311474). Registration does not imply a certain level of skill or training.