Disclaimer
Website Content
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Eos Financial Planning LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources; no representations are made by our firm as to another parties’ informational accuracy or completeness. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites
No information contained on this website constitutes tax, legal, insurance or investment advice. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website should not be considered a solicitation, offer or recommendation for the purchase or sale of any securities or other financial products and services discussed herein. Visitors to this website will not be considered clients of Eos Financial Planning LLC solely by virtue of access to this website.
Registration Information
Advisory services are offered through Eos Financial Planning LLC ("EofFP"), an investment advisor registered in the Commonwealth of Massachusetts, offering advisory services in Massachusetts and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by EosFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
Confidentiality and Security
We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein. We will not sell or share mailing lists under any circumstances.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Eos Financial Planning LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources; no representations are made by our firm as to another parties’ informational accuracy or completeness. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites
No information contained on this website constitutes tax, legal, insurance or investment advice. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website should not be considered a solicitation, offer or recommendation for the purchase or sale of any securities or other financial products and services discussed herein. Visitors to this website will not be considered clients of Eos Financial Planning LLC solely by virtue of access to this website.
Registration Information
Advisory services are offered through Eos Financial Planning LLC ("EofFP"), an investment advisor registered in the Commonwealth of Massachusetts, offering advisory services in Massachusetts and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by EosFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
Confidentiality and Security
We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein. We will not sell or share mailing lists under any circumstances.
