Important Disclosure Information

The material within website does not constitute tax, legal, investment or any other type of professional advice. You should consult with a qualified tax, legal or financial advisor prior to making a decision. The financial instruments discussed in this website may not be suitable for all investors and investors must make their own investment decisions based upon their specific financial situations and investment objectives. Information has been obtained from sources believed to be reliable, but we do not guarantee their accuracy or completeness. While we have taken great care in the preparation of these materials, we cannot be responsible for clerical, computational, or other errors. Except where otherwise indicated herein, the information provided herein is based on matters as they exist as of the date of preparation and may not be updated or otherwise revised to reflect information that subsequently becomes available, or changes occurring after the date hereof.

The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax and estate preparation is done by SFA tax or a 3rd party and not Sequoia Financial Group.

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Investment advisory services offered by Sequoia Financial Advisors, LLC., DBA Carlson Retirement Plan Services. Registration as an investment advisor does not imply a certain level of skill or training.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Carlson Retirement Plan Services’ website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Carlson Retirement Plan Services, or from any other investment professional.