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Inital Strategy Session

1 hIn-person or virtually

Service Description

A focused first conversation to understand your goals, challenges, and whether we’re the right fit to help.

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Disclosure
There are no warranties implied.

MARTIN CAPITAL PLANNING (“RIA Firm”) is a registered investment adviser located in [insert city and state]. MARTIN CAPITAL PLANNING may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. MARTIN CAPITAL PLANNING’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of MARTIN CAPITAL PLANNING’s web site on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’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 MARTIN CAPITAL 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 MARTIN CAPITAL PLANNING, please contact the state securities regulators for those states in which MARTIN CAPITAL PLANNING maintains a registration filing. A copy of MARTIN CAPITAL PLANNING’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from MARTIN CAPITAL PLANNING upon written request. MARTIN CAPITAL 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 MARTIN CAPITAL PLANNING’s web site 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.

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