Important Terms And Conditions

Advisory services offered through Walen Financial Group, LLC, an investment adviser registered with the State of Ohio. Walen Financial Group, LLC does not provide tax or legal advice: please consult your tax or legal advisor regarding your particular situation. All information contained on the Walen Financial Group, LLC. website, including information in our newsletters, as well as information posted on social media, is for general informational purposes only, and should not be considered an individualized recommendation or personalized investment advice. We do not intend for this website to be utilized by any persons who are covered under the GDPR. Any investment strategy that we may discuss may not be appropriate for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. Information we provide on our website, and in our publications and social media, does not constitute a solicitation or offer to sell securities or investment advisory services, or a solicitation to buy or an offer to sell a security to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. Data posted in our social media and publications from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. All information and content are subject to applicable statutes and regulations, furnished “as-is,” without warranty of any kind, express or implied. Information is as of the date indicated.

Risk of Investing

Investing in securities and financial markets entails risks, including possible loss of entire principal and profits. There can be no assurance that an investment will achieve its investment objective. We make no representation that any investment or transaction will or is likely to achieve profits or losses similar to those achieved in the past, or that significant losses will be avoided. Investment return and principal value may fluctuate, so an investment in a security, when redeemed, may be worth more or less than its original cost. Diversification strategies do not ensure a profit and do not protect against losses in declining markets. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications and other factors. Past performance is no guarantee of future results and any opinions presented cannot be viewed as an indicator of future performance.

Copy Rights

The content of this website is protected by applicable copyright laws. No permission is granted to copy, distribute, modify, post or frame any text, graphics, video, audio, software code, or user interface design or logos.