Legal Disclaimers

Legal Disclaimers: WealthKeep LLC (“WealthKeep”) is a publisher and private coaching practice. As a publisher, WealthKeep posts educational content that readers should not regard as investment recommendations. No principal or employee of WealthKeep holds themselves out as an investment adviser or registered representative, regardless of a long history of previous or current affiliations in those professional roles. WealthKeep does not sell securities. Principals and employees of WealthKeep maintain appropriate state insurance licensing in order to place appropriate risk management, asset preservation and insured index instruments to a limited clientele. WealthKeep, its principals, employees, agents and authors are not acting in the capacity of registered representatives, registered investment advisers, attorneys, CPA’s or other financial service professionals, and do not render legal, tax, accounting, or investment advice. Web pages and blog posts are for general information only, solely intended for the purpose of introducing our coaching, consulting and training services to a public audience and financial professionals so that interested individuals may evaluate our offerings and consider becoming private clients. No information, forward looking statements, or estimations presented herein represent any final determination on investment performance and neither WealthKeep nor its developers are acting in capacity of investment advisor or securities broker. While the information presented in this website has been researched and is believed to be reasonable and accurate, any investment you make has risks associated. WealthKeep and/or its agents cannot and do not guarantee any rate of return, performance or investment timeline based on the general information presented herein. By reading and reviewing the information contained in this website, the user acknowledges and agrees that Wealthkeep and/or its principals, employees and agents do not assume and hereby disclaim any liability to any party for any loss or damage caused by the use of the information contained herein, or errors or omissions in the information contained in this website, to make any investment decision, whether such errors or omissions result from negligence, accident or any other cause. We want you to enjoy our website, pages and blog, but readers are required to conduct their own due diligence, investigations, analysis, draw their own conclusions, and make their own decisions, alone or with the assistance of a licensed, registered, certified and/or competent financial professional. Any areas concerning taxes or specific legal or technical questions should be referred to lawyers, accountants, consultants, brokers, or other professionals licensed, qualified or authorized to render such advice. In no event shall WealthKeep and/or its agents be liable to any party for any direct, indirect, special, incidental, or consequential damages of any kind whatsoever arising out of the use of this website or any information contained herein. WealthKeep and/or its agents specifically disclaim any guarantees, including, but not limited to, stated or implied potential profits, rates of return, or investment timelines discussed or referred to herein. The information contained on this web site are the opinions of the individual authors based on their personal observation, research, and years of experience, and should never be construed as a recommendation. 

WealthKeep LLC,, WealthKeep Academy, The WealthKeep Journal, are herein collectively known as  “WealthKeep.” These entity names are protected by U.S. Trademark and Copyright law. Additionally, the following proprietary phrases and proprietary slogans and taglines are owned by WealthKeep and protected by U.S. Trademark and Copyright law:

  • Fix the Investor.
  • Fix the Investments.
  • Passive Make.
  • Active Keep.
  • Financial Freedom through Investor Self-Sufficiency.
  • Live Healthy. Choose Wisely. Move Forward.
  • Investor coaching. Wealth coaching. Money coaching. Better sleep.

Any use of the preceding entity names, proprietary phrases or proprietary slogans and taglines owned by WealthKeep LLC without express consent of WealthKeep LLC will be in violation of U.S. Trademark and Copyright laws and will be prosecuted under the appropriate laws and regulations.

The terms “Certified Financial Planner “and “CFP ” are exclusively reserved  for professionals who successfully complete initial and ongoing certification requirements established by the Certified Financial Planner Board of Standards Inc.
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