Sandy Morris Financial are not tax experts, and all prospective clients should consult their tax advisor before making any investment decisions. Investment advisory services offered through Sandy Morris Financial & Estate Planning services, LLC.
Sandy Morris Financial & Estate Planning Services, LLC (“Sandy Morris”) is a registered investment adviser. No information on this material should be construed as a recommendation regarding the purchase or sale of any security unless specifically stated otherwise. Any summaries, prices, quotes, or statistical information have been obtained from sources believed reliable but are not necessarily complete and cannot be guaranteed. Past performance is not indicative of future results. The value of an investment is subject to risk, including possible loss of the principal invested. Sandy Morris Financial & Estate Planning Services, LLC and its members, officers or employees may own options, rights or warrants to purchase shares of any security mentioned (specific information is available upon request). Please refer to Sandy Morris Financial & Estate Planning Services, LLC’s ADV Part 2 for additional information and risks. Insurance products and services offered through our insurance affiliate, Sandy Morris Insurance Services, LLC.