More Than Money with Gene Dickison
Important Information for More Than Money Visitors
We’ve constructed our web site to give you as much solid, accurate, and useful information as we are able. However, no idea (no matter how solid and accurate) is useful for everyone. You must evaluate any/every financial idea, strategy, product, service, tactic against its value in helping you reach your financial goals. If an action gets you closer to your goals it’s likely good. If it doesn’t (no matter how ‘cool’, new, creative, or exciting it may be) – it isn’t any good – for you.
Prior to making any important financial decision be sure to carefully consider all information you collect, thoughtfully consider your options, prayerfully look to making decisions that best fit you, your goals, and those you love.
The investment ideas discussed on our web site should not be construed directly or indirectly, as an offer to buy or sell any securities mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should be relied upon when coordinate with individual professional advice.
Securities offered through the Strategic Financial Alliance Inc. (SFA), member FINRA, SIPC. Advisory and tax services offered through MtM Financial Group, LLC. Gene Dickison, Mark Belcak, Greg Grillo, Daryl Okken and Chad Rupprecht are registered representatives of SFA and investment advisor representatives of MtM Financial Group, LLC which is otherwise unaffiliated with SFA. SFA does not provide Tax and/or legal advice. MtM Financial Group does provide tax advice. Supervising office 888-447-8444
This communication is strictly intended for individuals residing in the states of (Pennsylvania, New Jersey, Delaware, Virginia, and Florida). No offers may be made or accepted from any resident outside the specific state(s) referenced.
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
Income Tax Issues
Income tax issues are often critical to the full understanding of an investment portfolio, estate plan, or business decision. Any information on our site discussing tax issues is believed to be accurate, but is subject to both changing laws and interpretations. Please consult your professional tax advisor prior to making any important financial decision.
Estate Planning Issues
Planning your estate is both an important and responsible action to take. Information on our site that discusses estate issues is believed to be accurate, but is subject to changes in the law and differences in legal jurisdictions. Please consult your estate planning professional prior to making any important estate planning decision.
Business Planning Issues
Owning and managing a business is one of the most challenging and rewarding activities one might engage in. Information of our site that applies to businesses and solutions to business challenges are believed to be accurate, but is subject to the very individual natures of every business. Please consult your business advisory team (financial advisor, attorney, and tax professional) prior to making any important decision affecting your business.
More than Money Issues
Many of the issues discussed here, on our radio show, on our television show, in our newsletter, and our live events carry important themes that are not strictly speaking financial. You might think of them as principles or values. You might see them as spiritual or philosophical. Whatever label you might connect to these (I firmly believe) critical pieces of this puzzle we call life – they influence your financial decisions in a meaningful way. They have certainly influenced our presentation of the ideas you see here. Please carefully consider how these views are – or are not – in alignment with your own. We’re always here to help you along this path. Please consult your More than Money team prior to making any important spiritual or philosophical decisions affecting your financial future.
Many of the issues discussed here, on our radio show, on our television show, in our newsletter, and our live events carry important themes that are not strictly speaking financial. You might think of them as principles or values. You might see them as spiritual or philosophical. Whatever label you might connect to these (I firmly believe) critical pieces
Investment advisors, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. Investment advisors have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT
We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.
PARTIES TO WHOM WE DISCLOSE INFORMATION
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENT’S INFORMATION
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
These links are provided as a convenience and for informational purposes only. The links are not part of The Strategic Financial Alliance, Inc. , web site, and the link to outside web sites does not mean that The Strategic Financial Alliance, Inc., endorses or accepts any responsibility for the content, or the use, of the web site. The Strategic Financial Alliance, Inc., does not guarantee the sequence, accuracy or completeness of the data or other information appearing on the linked pages. The company assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages, or for any actions taken in reliance on any such data or information.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.