Thank you!
Simply click the button below to access your free download.
LEVEL PATHS, LLC IS AN INVESTMENT ADVISER PROFESSIONAL ON FINRA’S BROKERCHECK THE CONTENT IS DEVELOPED FROM SOURCES BELIEVED TO BE PROVIDING ACCURATE INFORMATION. THE INFORMATION IN THIS MATERIAL IS NOT INTENDED AS TAX OR LEGAL ADVICE. PLEASE CONSULT LEGAL OR TAX PROFESSIONALS FOR SPECIFIC INFORMATION REGARDING YOUR INDIVIDUAL SITUATION. THE OPINIONS EXPRESSED AND MATERIAL PROVIDED ARE FOR GENERAL INFORMATION, AND SHOULD NOT BE CONSIDERED A SOLICITATION FOR THE PURCHASE OR SALE OF ANY SECURITY. DISCLOSURE DOCUMENTS: FORM ADV PART 1A | FORM ADV PART 2A | FORM ADV PART 2B-MARK RIEFER |PRIVACY POLICY | SAMPLE FINANCIAL PLANNING AGREEMENT | SAMPLE INVESTMENT MANAGEMENT AGREEMENT
THE CHARLES SCHWAB CORPORATION IS THE FIRM THAT WE USE TO CUSTODY OUR CLIENT ASSETS. CHARLES SCHWAB AND CLEAR MONEY PATH ARE SEPARATE AND UNAFFILIATED FIRMS, AND ARE NOT RESPONSIBLE FOR EACH OTHER’S SERVICES OR POLICIES. CHARLES SCHWAB DOES NOT ENDORSE OR RECOMMEND ANY ADVISOR AND THE USE OF THE CHARLES SCHWAB LOGO DOES NOT REPRESENT THE ENDORSEMENT OR RECOMMENDATION OF ANY ADVISOR. BROKERAGE SERVICES PROVIDED BY THE CHARLES SCHWAB CORPORATION. CHARLES SCHWAB IS A TRADEMARK OWNED BY CHARLES SCHWAB & CO. INC. USED WITH PERMISSION.