Legal Disclosures
Important Information
Our mission is to empower individuals and professionals with the educational frameworks, concepts, and structural plans needed to understand self-directed retirement strategies. However, before exploring the content, courses, or plans provided across this site, it is strictly necessary to establish the boundaries of the information shared here. Please review the following disclosures carefully.
Educational and Informational Purposes Only The content, materials, and "plans" provided on this website, or in any affiliated communications, are strictly for educational and informational purposes. They do not constitute formal financial, legal, tax, or investment advice.
Not a Licensed Professional I am not a licensed financial advisor, registered investment advisor, Certified Financial Planner (CFP), attorney, or Certified Public Accountant (CPA). The strategies and structural plans discussed—including but not limited to Solo 401ks, SEP IRAs, Traditional IRAs, real estate, and other alternative investments—are generalized models designed to educate you on the mechanisms of self-directed retirement vehicles.
No Financial Advice Provided While I may produce educational frameworks, document templates, or structural plans to help you understand your options, I do not provide personalized financial or investment advice. Any financial conversations we may have are strictly general in nature, and any discussions regarding potential investments or tax strategies are purely conjecture. Nothing on this website should be interpreted as a specific recommendation to buy, sell, or invest in any particular asset, nor a guarantee of future performance or tax savings.
No Fiduciary Relationship By using this website, engaging in conversations with me, or utilizing any educational plans or frameworks provided, you explicitly acknowledge and agree that no fiduciary relationship is created between us. I cannot and will not act as your fiduciary, and I have no legal or regulatory duty to act in your best financial interest.
Personal Responsibility and Independent Verification You are solely responsible for your own financial and investment decisions. The rules governing retirement accounts, tax codes, and prohibited transactions (such as UDFI and UBTI) are complex and subject to change. You must independently verify all information and strongly consider consulting with your own independently retained legal counsel, tax professional, and licensed financial advisor before executing any plan or making any financial decisions.
Limitation of Liability Under no circumstances shall the website owner or its affiliates be held liable for any direct, indirect, incidental, or consequential damages resulting from the use of, or inability to use, the information or plans provided on this website.
Updates
We may update our legal disclosures from time to time. We encourage visitors to frequently check this page for any changes. Your continued use of this website after any changes to these disclosures constitutes your acceptance of
Contact Us
If you have any questions about these legal disclosures, please contact us at:
Phone: (833) 224-5517
Email: info@survival401k.com
Important Information
Our mission is to empower individuals and professionals with the educational frameworks, concepts, and structural plans needed to understand self-directed retirement strategies. However, before exploring the content, courses, or plans provided across this site, it is strictly necessary to establish the boundaries of the information shared here. Please review the following disclosures carefully.
Educational and Informational Purposes Only The content, materials, and "plans" provided on this website, or in any affiliated communications, are strictly for educational and informational purposes. They do not constitute formal financial, legal, tax, or investment advice.
Not a Licensed Professional I am not a licensed financial advisor, registered investment advisor, Certified Financial Planner (CFP), attorney, or Certified Public Accountant (CPA). The strategies and structural plans discussed—including but not limited to Solo 401ks, SEP IRAs, Traditional IRAs, real estate, and other alternative investments—are generalized models designed to educate you on the mechanisms of self-directed retirement vehicles.
No Financial Advice Provided While I may produce educational frameworks, document templates, or structural plans to help you understand your options, I do not provide personalized financial or investment advice. Any financial conversations we may have are strictly general in nature, and any discussions regarding potential investments or tax strategies are purely conjecture. Nothing on this website should be interpreted as a specific recommendation to buy, sell, or invest in any particular asset, nor a guarantee of future performance or tax savings.
No Fiduciary Relationship By using this website, engaging in conversations with me, or utilizing any educational plans or frameworks provided, you explicitly acknowledge and agree that no fiduciary relationship is created between us. I cannot and will not act as your fiduciary, and I have no legal or regulatory duty to act in your best financial interest.
Personal Responsibility and Independent Verification You are solely responsible for your own financial and investment decisions. The rules governing retirement accounts, tax codes, and prohibited transactions (such as UDFI and UBTI) are complex and subject to change. You must independently verify all information and strongly consider consulting with your own independently retained legal counsel, tax professional, and licensed financial advisor before executing any plan or making any financial decisions.
Limitation of Liability Under no circumstances shall the website owner or its affiliates be held liable for any direct, indirect, incidental, or consequential damages resulting from the use of, or inability to use, the information or plans provided on this website.
Updates
We may update our legal disclosures from time to time. We encourage visitors to frequently check this page for any changes. Your continued use of this website after any changes to these disclosures constitutes your acceptance of
Contact Us
If you have any questions about these legal disclosures, please contact us at:
Phone: (833) 224-5517
Email: info@survival401k.com