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All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Diane L. Esser, CPA, CFP®, Founder of Direction Financial Management, LLC or her editorial staff. Information, resources and material offered are believed to be from reliable sources, and no representations are made as to their accuracy or completeness. Direction Financial Management, LLC has no control over the accuracy or content in websites found through the links within. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The author, publisher and host of this site are not providing legal, accounting, tax, or specific advice concerning your situation. Investment, financial planning and tax advice can only be provided after appropriate disclosures have been provided and an appropriate agreement has been signed by the advisor and client. Links to other sites should not be construed to be a recommendation by Direction Financial Management, LLC. Fee-only financial planning and investment advisory services are offered by Direction Financial Management, LLC, a registered investment advisory firm in the state of Wisconsin. The presence of this website on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell securities or investment advisory services to residents of any state other than the state of Wisconsin or where otherwise legally permitted or where an exemption or exclusion from such registration exists. We are legally empowered to provide investment advisory services to residents of Wisconsin.
“IMPORTANT CONSUMER INFORMATION -Direction Financial Management, LLC and its representatives may only transact business in a particular state after licensure or satisfying qualification requirements of that state are met, or only if they are excluded or exempted from the state’s investment adviser and its representatives requirements, as the case may be; and
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IRS REQUIRED DISCLOSURE
Any tax advice included on this website was not intended or written to be used, and it cannot be used by the taxpayer, for the purpose of avoiding any penalties that may be imposed on the taxpayer by any governmental taxing authority or agency.
