Planning for Wealth LLC (“PFW”) is a Registered Investment Advisor (“RIA”), located in the State of Louisiana. PFW provides investment advisory and related services for clients in Louisiana and other states. PFW will maintain all applicable registration and licenses as required by the various states in which PFW conducts business, as applicable. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by PFW in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of PFW, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, PFW disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.
PFW does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall PFW be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if PFW or a PFW] authorized representative has been advised of the possibility of such damages.