Website Disclosures

For Website disclosures, we recommend one hyperlink on the bottom of every page of the site.

Important Disclosures:

Our website offers general information about our services and should not be acted upon
without obtaining specific advice from a qualified professional. The information provided is not
intended to provide any investment, tax, or legal advice; in addition, nothing on this website
should be considered a solicitation for the purchase or sale of any security.

Third-Party Websites:

We may utilize third-party service providers to provide certain tools and/or programs, some of
which may be housed on a third-party server or on a website which has been independently
developed by others. While accessing this website, you may be linked to other third-party
servers. Access to other websites or use of any third-party tools or programs on this website is
subject to all terms and conditions found therein.


Some of the information on this website is provided through linked websites. Links on this
website are for informational purposes only. We do not endorse the content or the products of
these linked websites.

Client Portals:

Some of the material on this website is password protected. This area is restricted to
authorized users only. The users in these password-protected areas are responsible for any use
of their password and for maintaining its confidentiality.


Third-party posts that appear on this social media site have not been reviewed or approved by
Generations Financial Management for completeness or accuracy. The information posted by third parties does not
necessarily reflect the views or opinions of Generations Financial Management or its affiliates.


The Generations Financial Management company profile is for informational purposes only, and its contents are not
an offer to sell nor a solicitation to buy securities. The information on this social media site
should not be used in making investment decisions. Investors should carefully consider the
investment objectives, risks, and expenses associated with any investment. Past performance is
not a guarantee of future results.


Information found on this social media site is not intended to be individualized tax advice or
legal advice. Please discuss such issues with a qualified tax advisor.


Generations Financial Management is not responsible for content posted by third parties. Generations Financial Management and third
parties acting on its behalf reserve the right, to the extent permitted under applicable law, to
process, retain, and monitor all electronic communications (including personally identifiable
information). By sending direct messages and/or posting comments, you consent to such
processing, retention, and monitoring.
Comments and statements are based solely upon the opinions of Generations Financial Management on the date
posted and are subject to change.

General Disclosure:

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered
through Advisor Resource Council, a registered investment advisor. Advisor Resource Council
and [FIRM NAME] are separate entities from LPL Financial. Additional information, including
management fees and expenses, is provided on our Form ADV Part 2 , available upon request or
at the SEC’s Investment Advisor Public Disclosure site.
As with any investment strategy, there is potential for profit as well as the possibility of loss.
We do not guarantee any minimum level of investment performance or the success of any
portfolio or investment strategy. All investments involve risk (the amount of which may vary
significantly), and investment recommendations will not always be profitable. The underlying
holdings of any presented portfolio are not federally or FDIC-insured and are not deposits or
obligations of, or guaranteed by, any financial institution. Past performance is not a guarantee
of future results.