by
the Manual
The curated library of wealth planning resources for entrepreneurs, professionals and retirees.
The curated library of wealth planning resources for entrepreneurs, professionals and retirees.
Disclosure: This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact Compound Planning or consult with the professional advisor of their choosing. Certain information contained herein has been obtained from third party sources and such information has not been independently verified by Compound Planning. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by Compound Planning or any other person. While such sources are believed to be reliable, Compound Planning does not assume any responsibility for the accuracy or completeness of such information. Compound Planning does not undertake any obligation to update the information contained herein as of any future date. All investing involves the risk of loss.