top of page
Abstract Light and Shadow

DISCLAIMER

Neat Financial Planning, LLC ("Neat Financial Planning") is a registered investment adviser registered with the Commonwealth of Virginia. Registration does not imply a certain level of skill or training. Although we provide our services virtually to individuals throughout the United States, We may provide individualized investment advice or recommendations to clients only in jurisdictions where we are properly registered, notice-filed, or exempt from registration. We will verify that we are authorized in the appropriate jurisdictions before providing services to new clients.

The views and opinions expressed are made as of the date of publication and are subject to change over time. The content of this website is for informational or educational purposes only. Website content is not intended as individualized investment advice, or as tax, accounting, or legal advice. When specific investments or types of investments are mentioned, such mention is not intended to be a recommendation or endorsement to buy or sell the specific investment. This information should not be relied upon as the sole factor in an investment-making decision. Website users are encouraged to consult with professional financial, accounting, tax, or legal advisers to address their specific needs and circumstances.

bottom of page