Disclosures & privacy
Feucht Financial Group, L.L.C. provides tax and accounting services. Securities and investment advisory services are offered through a separate, unaffiliated broker-dealer and registered investment adviser. The notices below explain those relationships and how your information is handled.
Securities and advisory services
Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Tax and legal advice
Osaic Wealth, Inc. does not provide tax or legal advice. Tax and accounting services are provided by Feucht Financial Group, L.L.C., which is not affiliated with Osaic Wealth, Inc.
State registration and jurisdiction
This communication is strictly intended for individuals residing in the states in which the representative is properly registered. No offers may be made or accepted from any resident outside these states. Please contact the office for the specific states in which a representative is currently licensed.
Team members not registered
Certain members of the Feucht Financial Group, L.L.C. team are not registered representatives or investment advisory representatives and are not registered to offer securities or investment advisory services. Those individuals provide tax, accounting, administrative or client service support only.
CFP® certification marks
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Privacy of tax return information
Tax return information is confidential. We will not use or disclose your tax return information for purposes other than the preparation and filing of your return without your prior written consent, as required by Internal Revenue Code Section 7216 and applicable state law.
Compliance review
Regulated disclosure language on this site must be reviewed and approved by the firm's compliance function before publication.
Content on this site is educational and general in nature. It is not individualized tax, legal or investment advice, and no strategy assures success or protects against loss.