All written content on this site is for information purposes only. Opinions expressed herein are solely those of Fit Financial Consulting LLC unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. 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.
Advisory services are offered through Fit Financial Consulting LLC; an investment advisor firm domiciled in the State of Washington. 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 our firm 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. For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.
The firm will not disclose information outside of the below exceptions. As part of firm policy, confidential personal information will be restricted only to APs who need to know the information to provide advisory services.
Physical, electronic, and procedural safeguards will be maintained to comply with regulatory standards to guard client non-public personal information (NPI). The firm will provide a reasonable means to prevent NPI from being disclosed to non-affiliated parties. The firm will enter into a written arrangement that requires any service provider to maintain confidentiality of client NPI.
Clients may opt out of the release of their information, and the firm will not require the client to write a letter to opt out. There are no opt out rights for the release of NPI the firm makes to service providers, however, the firm will disclose to its client the nature of any information to be shared. For reference, opt out rights typically do not apply to disclosure of NPI in the following circumstances:
· Client has consented to and not revoked the disclosure.
· Resolving client disputes or inquiries.
· Personnel holding legal or beneficial interest relating to the client.
· Persons acting in a fiduciary capacity on behalf of the client.
· Providing information to regulatory agencies assessing the firm’s compliance with regulations.
· When required to firm legal counsel, consultants, accountants, auditors, etc., in performing their services.
Chartered Financial Analyst and CFA are registered trademarks owned by CFA Institute.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Fit Financial Consulting LLC is a Washington domiciled registered investment advisor.
Copyright © 2018 Fit Financial Consulting, LLC. - All Rights Reserved.