These are the documents required by the State of Arizona to be shared with you, my clients and prospective clients. As always, please feel free to contact me if you have questions.
The ADV is very long to satisfy every possible scenario the state believes we encounter in our business. For 95% of our clients, we will be working under a “comprehensive financial planning” arrangement (page 8) with no extra fees for investment management or advice.
We won’t sell your info, and we will protect it like it is our own.
The Table Financial Planning LLC (“TTFP”) is a registered investment adviser offering advisory services in the State of Arizona, Texas, California, Wyoming 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 TTFP 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.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of TTFP, 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.