Important Disclosures
Flatiron Wealth Advisors, LLC is an Investment Advisor registered with the states of Colorado and Virginia. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions.
This newsletter is provided for general informational and educational purposes only and does not constitute personalized investment, tax, or legal advice. Nothing in this communication should be construed as an offer to sell, or a solicitation of an offer to buy, any security, nor as a recommendation for any specific individual. Views expressed are subject to change without notice.
Tax-related content is general in nature and reflects the law as of the date of publication, which is subject to change. It is not intended, and should not be used, as a substitute for individualized tax advice from a qualified professional familiar with your specific circumstances. Any examples involving Incentive Stock Options, Roth conversions, retirement plan design, or similar strategies are illustrative only and may not apply to your situation.
Flatiron Wealth Advisors, LLC’s current Form ADV Part 2A and Part 2B, describing our services, fees, and any conflicts of interest, is available at this link or by request. Please read it carefully before engaging our services.
Client examples referenced in this newsletter are anonymized and, unless otherwise noted, do not represent the experience of any other client. Individual results will vary based on your specific circumstances, and no example should be interpreted as a guarantee of similar outcomes.
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Flatiron Wealth Advisors, LLC is a registered investment adviser and is a separate and distinct legal entity from Flatiron Advisors Tax and Accounting, a tax preparation and accounting firm under common ownership. Content in this newsletter may reflect insights developed through both the tax practice and the advisory practice. When Flatiron Advisors Tax and Accounting refers a client to Flatiron Wealth Advisors, LLC for investment advisory services, or vice versa, this presents a conflict of interest, as Steve Trojan, CPA has an economic incentive to make such referrals. You are under no obligation to use the services of either entity based on a referral from the other.