Financial coaching is offered and presented by Rooted Planning Group (RPG), a DBA of Irvine Wealth Planning Strategies, LLC which is solely responsible for any information or content, and the verification of the credentials of its team members. Wellbeing Coaching Consultants, LLC expressly disclaims any and all responsibility or liability which may be based on information provided by third party coaches or advisors, including RPG, errors therein or omissions therefrom or liability which may be based on any written or oral communications transmitted to any party in the course of any coaching session or otherwise.
The information on this site is provided for education and informational purposes only, without any express or implied warranty of any kind, including warranties of accuracy, completeness, or fitness for any particular purpose. YOU SHOULD NOT MAKE ANY DECISION, FINANCIAL, INVESTMENTS, TRADING OR OTHERWISE, BASED ON ANY OF THE INFORMATION PRESENTED WITHOUT UNDERTAKING INDEPENDENT DUE DILIGENCE AND CONSULTATION WITH A PROFESSIONAL FINANCIAL AND/OR TAX ADVISOR.
RPG an Investment Adviser registered with the Securities and Exchange Commission. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions. Please contact us at 607-438-2761 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.
Additionally, we recommend you compare any account reports from RPG with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.RootedPG.com This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.