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Important Disclosures

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Align Financial Planning, LLC (referred to as “Align Financial Planning” or "Align") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

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Align Financial Planning does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, property, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities, real estate, or other investments. Your use of the information is at your sole risk. Under no circumstances shall Align Financial Planning be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Align Financial Planning or an Align Financial Planning authorized representative has been advised of the possibility of such damages.

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In no event shall Align Financial Planning, LLC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

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© 2025 BY ALIGN FINANCIAL PLANNING, LLC

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Investment advisory services are offered through Align Financial Planning, LLC (“Align Financial Planning” or "Align") an investment advisor registered in the state of North Carolina. Align only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure document.  

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Information presented on this site is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. 

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Investments, including securities, real estate and other investments, involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. 

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The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representations as to the completeness or accuracy of the information provided at these websites. Read More

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