Important Disclosures

General Information

The information contained on this website is provided by Huestone Advisory for general informational and educational purposes only. Nothing contained herein is intended to constitute individualized financial, investment, tax, or legal advice.

Information presented on this website should not be relied upon as a substitute for professional advice based upon an individual’s particular circumstances.

Scope and Availability of Services

All services offered by Huestone Advisory are subject to availability, applicable licensing and registration requirements, and acceptance by Huestone Advisory.

The identification, description, or discussion of any service, strategy, product, or area of financial planning on this website does not constitute an offer or obligation by Huestone Advisory to provide such service to any person or entity.

Huestone Advisory reserves the right, in its sole discretion and subject to applicable law, to determine the nature and scope of services it will provide or decline to provide in connection with any prospective or existing engagement.

No particular service shall be deemed included within an engagement unless expressly agreed to by Huestone Advisory and the client in the applicable written agreement or other documentation governing that service.

Certain services may require specific licenses, registrations, professional qualifications, or separate agreements. Huestone Advisory will provide such services only when legally authorized and appropriately qualified to do so.

Investment and Securities Services

Huestone Advisory does not currently provide investment advisory services, effect securities transactions, or provide individualized recommendations regarding the purchase or sale of securities.

Where investment advisory or securities-related services may be appropriate, Huestone Advisory may provide information regarding, or introduce a client to, an appropriately licensed or registered financial professional or firm. Any resulting relationship shall be established independently between the client and such professional or firm and shall be governed by that provider’s own agreements, disclosures, fees, policies, and regulatory obligations.

Any such introduction does not obligate the client to engage the professional or firm identified by Huestone Advisory.

Investing involves risk, including the possible loss of principal. Past performance is not indicative of, and does not guarantee, future results.

Insurance Services

Insurance products and services may be offered through appropriately licensed insurance professionals and insurance companies.

The availability and terms of insurance coverage are subject to applicable law, underwriting requirements, policy provisions, exclusions, limitations, and the claims-paying ability of the issuing insurance company.

Tax and Legal Matters

Huestone Advisory does not provide legal or tax advice. Any discussion of taxation, estate planning, business structure, or legal matters is provided solely for general informational and educational purposes.

Individuals should consult appropriately qualified legal, tax, accounting, or other professionals regarding their specific circumstances.

No Professional Relationship Created by Website Use

Access to or use of this website, including any questionnaire, Financial Snapshot, Fact Finder, calculator, educational resource, communication form, or other website feature, does not by itself establish a client, investment advisory, fiduciary, insurance, or other professional relationship with Huestone Advisory.

Any professional relationship with Huestone Advisory shall arise only upon acceptance by Huestone Advisory and completion of the agreements or other documentation applicable to the services being provided.

Accuracy and Third-Party Information

Huestone Advisory makes reasonable efforts to provide information believed to be accurate and current. Huestone Advisory does not warrant or guarantee the accuracy, completeness, timeliness, or applicability of information contained on this website.

Information may be changed, updated, or removed without notice.

References or links to third-party professionals, firms, products, services, or websites are provided for informational or convenience purposes unless otherwise expressly stated. Such references do not constitute a guarantee of the qualifications, services, performance, or suitability of any third party.

Securities and Investment Adviser Information

Nothing contained on this website constitutes an offer, solicitation, or recommendation to purchase or sell any security.

The registration and professional background of securities professionals and investment advisers may be independently researched through FINRA BrokerCheck and the Investment Adviser Public Disclosure (IAPD) database, as applicable.

Questions

Questions regarding these disclosures or the services offered by Huestone Advisory may be directed to Huestone Advisory through the contact information provided on this website.