The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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Wealth Investment Solutions, LLC, (“WISL”) is a registered investment adviser located in Birmingham Alabama. WISL may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. WISL’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of WISL’s web site on the Internet should not be construed by any consumer and/or prospective client as WISL’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by WISL with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of WISL, please contact the state securities regulators for those states in which WISL maintains a registration filing. A copy of WISL’s current written disclosure statement discussing WISL’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from WISL upon written request. WISL does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WISL’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Investment Advisory products/services are offered through Matson Money, LLC., an SEC registered investment advisor. Wealth Investment Solutions, LLC is a state registered investment advisor and independent of Matson Money, Inc.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through Wealth Planning Services, Inc. and individually licensed and appointed insurance agents. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by Wealth Planning Services, Inc. They do not refer in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered by Matson Money LLC, or Wealth Investment Solutions, LLC.
PRIVACY STATEMENT: Wealth Investment Services, LLC. , is concerned about your right to privacy. When you visit our website, the following data is collected;
- The type of browser used
- Date and time of the connection
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This information is used solely to determine traffic patterns on the site. No personal information is collected at any time. Any personal correspondence to us that originates from this site via one of the email links, will be for internal use only and treated confidentially. We do not disclose personal information to any third-party without consent. If you have questions or concerns about our policy, please contact us at (205)795-2013 during normal business hours, or by mail.
Wealth Planning Services, Inc.
2290 Valleydale Road, Suite 202
Birmingham, AL. 35244