Compliance Disclosure

This website is not rendering or offering to render personalized investment advice or financial planning advice. This media is limited to the dissemination of general information on the adviser’s service offerings and provides for an efficient mechanism in which a prospective client may contact the adviser. Advice can only be rendered after the following conditions are met:

The delivery of a disclosure statement, and execution of an investment advisory and / or a financial planning contract by the client and the adviser.
Initial Payment of the planning fee or investment advisory fee by the client to the adviser.

The information in this web-site is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, and does not purport to be complete and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor.

Gary Matthews, MS, CPA, CFP™ is a Registered Investment Advisor in the State of Montana. The presence of this website on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to residents of any State other than the State of Montana.

The investment advisor may transact business only in States in which it is registered, or in which it is excluded or exempted from registration. The Investment Adviser must also be registered or exempted or excluded from registration in any state in which it follows up on individualized responses to persons in that State that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation.

Bridging the gap between you and your financial goals.

Compliance Disclosure