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Linnard Financial Management & Planning, Inc.

Fee-Only Financial Planning and Investment Advisor


The information contained in this web site has been provided by Linnard Financial Management & Planning, Inc. (“LFM&P”) for informational purposes only and should not be construed as financial planning or investment advice. Readers of this site should not assume that any strategy mentioned in this site will be profitable in the future or be appropriate for any individual’s circumstances. Financial strategies involve risk and potential loss of principal. Past performance may not be indicative of future results. Each reader, as a pre-condition to accessing this site, agrees to release and hold harmless LFM&P, its officers, directors, owners, and employees from any and all adverse consequences resulting from any actions or omissions which are independent of the receipt of personalized individual advice from LFM&P under an advisory agreement.

Linnard Financial Management & Planning, Inc. is an investment advisor registered with the Commonwealth of Massachusetts. LFM&P and its representatives comply with current filing requirements in those states where LFM&P has client relationships. LFM&P may only provide investment advice in states where it is registered or qualifies for an exemption from registration requirements. The information contained on this site should not be considered to be personalized investment advice or as a solicitation to purchase or sell any securities, other financial products or services.

LFM&P is not an attorney or an accountant. Nothing included in this site should be construed to provide legal or accounting advice.

Portions of this web site may describe the current or prior opinions of LFM&P. Economic and industry conditions change continuously and the published material may no longer reflect the opinions of LFM&P or be appropriate in the current environment. Such information is provided solely to illustrate the types of service that LFM&P provides, and should not be acted upon without specific and personal advice provided under agreement with LFM&P.