
Essential Disclaimer
for Informed Decision-Making
Dana Financial Planning (“DFP”) provides financial planning and educational services only. DFP is not a registered investment adviser, broker-dealer, or legal or tax professional. The information provided on this website is for general informational purposes only and does not constitute financial, investment, tax, or legal advice.
While Dana Financial Planning strives to ensure the accuracy of the information presented, we do not guarantee its completeness, accuracy, or timeliness. Content is subject to change without notice. Users of this website should consult with a qualified financial advisor, tax professional, or legal counsel before making any financial decisions.
Any forward-looking statements on this website—including those using terms such as “believe,” “expect,” “anticipate,” “may,” “will,” or similar expressions—are based on current expectations and beliefs that are subject to change. We cannot guarantee that these expectations will be realized. Actual results may differ materially from what is discussed on this site.
All content on this site reflects the views and opinions of Dana Financial Planning, unless otherwise noted, and should not be construed as guarantees of future performance. Past performance is not indicative of future results. All investments involve risk, including the potential loss of principal, and investment values may fluctuate over time.
This website may include links to third-party websites. These links are provided solely for convenience and do not imply endorsement or approval of the third-party content, services, or providers. Dana Financial Planning is not responsible for the accuracy, timeliness, or suitability of any third-party information, and users should exercise caution when accessing or relying on such content.
This site and the information contained herein are not an offer to buy or sell any securities. Any references to specific securities or investment strategies are for illustrative purposes only and do not represent an endorsement or recommendation by Dana Financial Planning. We make no representations or warranties regarding the performance or suitability of any security, investment, or strategy mentioned.
By using this website, you agree to assume full responsibility for any risks associated with the use of the information provided. All content, including but not limited to articles, graphics, and written material, is the property of Dana Financial Planning and may not be reproduced or distributed without prior written permission.
