\n
Not all services will be necessary or appropriate for all clients, and the potential value and benefit of the adviser\u2019s services will vary based upon a variety of factors, such as the client\u2019s investment and financial circumstances and overall objectives. Neither customized services nor the scope or nature of financial planning should be construed as guarantees of a particular outcome. The success of financial planning and investment management is contingent on the completeness and accuracy of the information provided by the client, and it is generally the client\u2019s responsibility to inform the adviser of any changes to the client\u2019s financial situation, circumstances, or objectives. Comprehensive financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to the adviser, but may not consider literally all aspects of a client\u2019s financial affairs. Clients are free to accept or reject any planning recommendations provided by the firm and may choose to implement accepted recommendations with the professional(s) of the client\u2019s choosing. The effectiveness and potential success of adviser\u2019s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, the client\u2019s tax bracket and financial circumstances, coordination with the client and the client\u2019s other engaged professionals, market conditions, and other factors. Past performance does not guarantee future results. All investing comes with risk, including risk of loss. <\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"
Not all services will be necessary or appropriate for all clients, and the potential value and benefit of the adviser\u2019s services will vary based upon a variety of factors, such as the client\u2019s investment and financial circumstances and overall objectives. Neither customized services nor the scope or nature of financial planning should be construed as […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","compliance_id":"","post_disclaimer":"","footnotes":""},"oi_page_folder":[],"_links":{"self":[{"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/pages\/10"}],"collection":[{"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/comments?post=10"}],"version-history":[{"count":0,"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/pages\/10\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/media?parent=10"}],"wp:term":[{"taxonomy":"oi_page_folder","embeddable":true,"href":"https:\/\/www.portadvisors.com\/wp-json\/wp\/v2\/oi_page_folder?post=10"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}