Basis of Advice. The Client acknowledges that Advisor obtains information from a wide variety of publicly available sources and that Advisor has no sources, and does not claim to have sources of inside or private information. The suggestions and strategies developed by Advisor are based upon the professional judgment of Advisor and its individual professional counselors and neither Advisor nor its individual counselors can guarantee the results of any of recommendations. Client at all times shall elect to follow or ignore completely or in part, any information, or suggestion given by the Advisor under this agreement. There are risks inherent in all financial decisions and transactions. Our financial planning advice under this contract are advisory in nature, and all decisions shall be made upon the client’s order and for your account and risk. We will not be held responsible for errors in judgment or for correctness of opinions or information so long as negligence, willful misconduct, or violation of law is not involved. Neither Advisor nor any employee nor associated person will act on any inside information when purchasing or selling securities.
Appears in 4 contracts
Samples: Financial Planning Advisory Agreement, Financial Planning Advisory Agreement, Financial Planning Advisory Agreement
