Disclosure


On Course Financial Planning (OCFP) is a Registered Investment Advisor doing business in the state of Washington and is registered in that state. OCFP may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
 
We do not render personalized investment advice through this website.  This site is designed to provide you with general information on our services and investment philosophy.  It provides a method for prospective clients to learn more about OCFP and how you may contact us.
 
We offer advice only after all of the following conditions are met –
  • An initial meeting between the prospective client and a representative of OCFP.
  • The execution of an investment advisory agreement between OCFP and the client.
  • Delivery of our form ADV Part 2. This disclosure form has information on our fees, services and investment strategies.
  • Delivery of our privacy policy.
  • An extensive analysis of each client’s values, financial situation, goals and risk tolerance.

Copies of our privacy policy and ADV Part 2 are available for download on this web site.

The articles and newsletters on this web site contain data gathered from sources which are believed to be reliable. However, we can make no representations as to their accuracy or completeness.  These articles are not intended to offer specific investment, accounting, legal or tax advice to any individual investor. OCFP does not render or offer to render personalize investment advice or financial planning advice through its website.  We give specific advice only within the context of our contractual agreements with each client.
 
You may download or print out a hard copy of articles and newsletters posted on this website provided that you do not remove any logos or other proprietary notices.
 
This web site contains links to other sites.  OCFP does not endorse the content, products, services or other items offered through such websites.  Links to other sites are not intended as referrals or endorsements.  They are provided to the users of OCFP’s web site for their convenience and informational purposes.
 
Nothing on this web site should be viewed as a solicitation or offer of services in any jurisdiction in which On Course Financial Planning is not registered to do business or in which it does not qualify for an exemption or exclusion from registration requirements.

2019 On Course Financial Planning. All rights reserved.