Firm information
KWIX Planning & Wealth provides information about financial planning and investment management services. Services are offered only where KWIX and its representatives are appropriately registered, licensed, excluded, or exempt from applicable requirements. This website does not constitute an offer to provide advisory services in any jurisdiction where doing so would be unlawful.
For current regulatory information about investment advisers and their representatives, visit the Investment Adviser Public Disclosure database.
Educational information
Website content is provided for general educational and informational purposes. It is not individualized investment, tax, legal, insurance, or accounting advice and should not be treated as a recommendation to buy or sell any security or pursue a particular strategy.
An adviser client relationship begins only after the required written agreement has been signed by the client and the applicable service provider.
Investment risk
Investing involves risk, including possible loss of principal. No investment strategy, financial plan, asset allocation, or planning technique can guarantee a profit, prevent a loss, or assure that a financial goal will be achieved. Past performance, when discussed, does not guarantee future results.
Hypothetical planning scenarios
The households and circumstances presented in the Planning Scenarios are hypothetical educational examples. They do not represent actual clients, testimonials, individualized recommendations, or guaranteed outcomes. Actual recommendations depend on a client’s complete circumstances, objectives, risk tolerance, time horizon, taxes, and other relevant information.
Third party planning tools
Interactive planning tools are provided through RightCapital, an independent third party platform. Results are hypothetical, depend on information and assumptions entered by the user, and may change when those assumptions change. Tool results are not individualized advice or a guarantee of future results.
Third party websites maintain their own terms, privacy practices, security controls, calculations, and availability. Review those terms before entering information.
Tax, legal, insurance, and real estate matters
KWIX does not provide legal or tax advice. Clients should consult appropriately qualified professionals regarding their circumstances. Insurance and real estate services, when discussed, may require separate professionals, licenses, and agreements and are distinct from investment advisory services.
Accuracy and updates
KWIX seeks to present information believed to be reliable when published, but laws, regulations, markets, products, and planning assumptions can change. Website information may be updated without notice and should not be relied upon as a substitute for current professional guidance.
Questions
For questions about these disclosures or to request current regulatory documents, contact KWIX Planning & Wealth at kwaku.robinson@kwixfinancial.com or (385) 200-0559.