This website is a publication of Orchestrate Business, LLC, (“Orchestrate”) which is registered as an investment adviser with the Missouri Secretary of State, Securities Division and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.
Registration with any state securities authority or the United States Securities Exchange Commission does not imply a certain level of skill, or training. Orchestrate offers fee-only financial planning and consulting services, focusing primarily on integrated business and personal financial planning. This website (“Website”) is limited to the dissemination of general information pertaining to Orchestrate’s financial advisory services, along with related information, publications, and links. The publication of this Website should not be construed as Orchestrate’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized financial planning or investment advice over the Internet.
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Past performance does not guarantee future results. All financial planning and investment strategies have the potential for profit or loss, and different financial planning strategies, investments, and types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific financial plan, investment, or investment strategy, including those recommended by Orchestrate will be profitable or equal any historical performance level. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of Orchestrate’s services will vary based upon the client’s individual investment, financial, and tax circumstances. The effectiveness and potential success of a financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Any index performance data directly or indirectly referenced is based on data from the respective copyright holders, trademark holders, or publication/distribution right owners of each index. The indexes assume the reinvestment of dividends and capital gains, but do not reflect the deduction of transaction fees, custodial charges, or management fees, which would decrease historical performance results. Indexes are unmanaged, and investors cannot invest directly in an index. Any target referenced on this Website is not a prediction or projection of actual investment results and there can be no assurance that any target will be achieved. Changes in investment strategies, contributions or withdrawals may materially alter the performance of an individual’s portfolio. Projections, forecasts, and estimates.
Certain portions of the Website (e.g., newsletters, articles, videos, audio files, commentaries, indexes, etc.) may describe Orchestrate or other professionals’ recommendations or positions as of a specific prior date. Due to various factors, including changing market conditions, that information may no longer be reflective of current positions or recommendations. While information presented is believed to be factual and up to date, Orchestrate does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. No User should assume that the publication of any of this material serves as the receipt of, or a substitute for, personalized advice from Orchestrate or from any other investment professional. Users should not use any Website content as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced in the Website content. Orchestrate is neither a law firm nor an accounting firm. The tax and estate planning information provided is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Users, clients, and prospective clients should consult an attorney or tax professional regarding their specific legal or tax situation.
Certified Financial Planner Board of Standards, Inc. (“CFP Board”) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with flame design) logo in the United States (these marks are collectively referred to as the “CFP® marks”). The CFP Board authorizes use of the CFP® marks by individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. To earn the right to use the CFP® marks, an individual must currently fulfill specific requirements in the areas of education, examination, experience, and ethics. Individuals who become certified must complete ongoing education, ethics, and certification requirements in order to maintain the right to continue to use the CFP® marks. CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification
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