DISCLAIMERS CONTINUED
FMP Wealth Advisers (“Company”) is a registered investment adviser located in Austin, Texas. Company’s web site is limited to the dissemination of general information pertaining to its advisor services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Company’s web site on the Internet should not be construed by any consumer and/or prospective client as Company’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 Company 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. Company 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 Company web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Moreover, no client or prospective client should assume that any such information serves as the receipt of, or a substitute for, personalized advice from Company, or from any other investment professional. Company is neither an attorney nor an accountant, and no portion of the web site content produce by FMP Wealth Advisers should be interpreted as legal, accounting or tax advice.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Company), will be profitable or equal any historical performance level(s).
Each client and prospective client agrees, as a condition precedent to his/her/it’s access to Company’s web site, to release and hold harmless Company, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/it’s receipt of personalized advice from Company.
TEAM OF PROFESSIONALS
Certified Financial Planner® (CFP®)
The program is administered by the Certified Financial Planner Board of Standards Inc. Those with the CFP® designation have demonstrate competency in all areas of finance related to financial planning. Candidates complete studies on over 100 topics, including stocks, bonds, taxes, insurance, retirement planning and estate planning. In addition to passing the CFP certification exam, candidate must also complete qualifying work experience and agree to adhere to the CFP Board’s code of ethics and professional responsibility and financial planning standards.
Chartered Financial Analyst (CFA®)
This designation is offered by the CFA Institute (formerly the Association for Investment Management and Research [AIMR]). To obtain the CFA charter, candidates must successfully complete three difficult exams and gain at least three (3) years of qualifying work experience, among other requirements. In passing these exams, candidates demonstrate their competence, integrity and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management and security analysis.
Chartered Retirement Planning Counselor (CRPC®)
This designation is offered by the College for Financial Planning. Individuals may earn the CRPC designation by completing a study program and passing a final multiple-choice examination. The study program to become a CPC includes the entire retirement planning process, meeting multiple financial objectives, sources of retirement income, personal saving, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more. Every two years, CRPC professionals must complete 16 hours of continuing education and pay a small fee to continue using the designation.
