Disclosures

L.J. Smith & Co. LLC (“L.J. Smith & Co.” or the “Firm”) provides investment advisory and financial planning services. The information contained on this website is provided for informational and educational purposes only and should not be construed as individualized investment, tax, legal, or accounting advice.

Nothing contained on this website constitutes an offer to sell, a solicitation of an offer to buy, or a recommendation regarding any security or investment strategy. Advisory services are provided only pursuant to an executed advisory agreement and in jurisdictions where L.J. Smith & Co. is appropriately registered or otherwise permitted to provide advisory services.

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. No investment strategy or financial plan can guarantee a profit, prevent a loss, or assure that a client’s objectives will be achieved.

Information presented on this website is obtained from sources believed to be reliable; however, L.J. Smith & Co. does not guarantee its accuracy, completeness, or timeliness. Information, opinions, and other content are subject to change without notice.

References to tax strategy, estate planning, insurance, and related matters are provided in the context of financial planning and investment advisory services and should not be construed as legal, tax, accounting, or insurance advice where such advice requires another licensed professional. L.J. Smith & Co. may work in coordination with a client’s attorneys, accountants, insurance professionals, and other advisers. Clients should consult the appropriate qualified professionals regarding their individual circumstances.

Additional information about L.J. Smith & Co., including its advisory services, fees, business practices, and conflicts of interest, is available in the Firm’s Form ADV Part 2A disclosure brochure.