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Summarized from the CFP® Board's Practice Standards. cfp.net
Disclosures
Fireweed Capital is a licensed insurance agency. Adam Link provides insurance services to clients through Fireweed Capital, which is separate from Dr. Link’s role as an investment advisor representative of Portfolio Medics. Investment advisory services are offered through Portfolio Medics. Fireweed Capital and Portfolio Medics are not affiliated.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.