Disclosures

Full Disclosure Brochures

We encourage you to review our Client Relationship Summary and detailed Disclosure Brochure that we are required by regulation to provide to all our clients. We recommend you review these same disclosures for any financial adviser you consider. We welcome any questions you have about our services or business operations.

Website Content

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Gather Financial® Planning 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.

All trademarks, registered trademarks and service marks on this website belong to their respective owners.

Links to Other Websites

The Gather Financial® Planning website offers links to a variety of sites maintained by third parties. If you choose to access these sites, you will be leaving the Gather Financial® Planning website. These sites are managed by unaffiliated organizations that do not have a business relationship with Gather Financial® Planning. These links are only offered for use at your own discretion. Our firm has no control over the accuracy or content of these other websites.

Gather Financial® Planning does not provide, and is not responsible for, the product, service, or overall website content available on third-party sites. By providing links to these sites Gather Financial® Planning is not promoting, approving or endorsing either the content of the sites or any product or service offered by the sites’ sponsors.

The Gather Financial® Planning privacy policies do not apply to linked websites. You should consult the privacy disclosures on each third-party site for further information. Third party websites may provide different security features than the Gather Financial® Planning website.

Registration Information

Advisory services are offered through Gather Financial® Planning LLC, an SEC registered investment advisory firm. 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 our firm 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.

For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.

Privacy Policy

Please refer to our Privacy Statement.