Legal & Disclosures
Your Planning Partner, LLC is committed to transparency in all aspects of our work – especially when it comes to financial planning for doctors, professional registrations, and any associated risks. Please review the following disclosures carefully.
Fiduciary Statement
Professional Designations & Registrations
We are fiduciaries, which means we act in the best interest of our clients at all times and fully disclose any potential conflicts of interest.
CFP®: Carol Dixon is a CERTIFIED FINANCIAL PLANNER™ professional.
CPA/PFS: Michael Dixon holds a CPA and PFS designation.
Regulatory Compliance: We operate under applicable state/federal regulations. For details on our registration, please contact us or refer to the relevant regulatory body.
No Guarantees
All investments carry inherent risks, and past performance is not indicative of future results.
This website and our services do not guarantee any specific financial outcomes.
Not Legal or Tax Advice
While we coordinate with tax professionals and attorneys, our services should not be construed as legal or tax advice. Clients should consult with their own legal/tax professionals when necessary.
Use of Information
The information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services except in jurisdictions where we are properly registered or exempt from registration.
Limitation of Liability
Changes to Disclosures
Your Planning Partner, LLC assumes no liability for any direct or indirect damages arising from the use of this website or reliance on its content.
We may update these disclosures as regulations change or our business evolves.
While we coordinate with tax professionals and attorneys, our services should not be construed as legal or tax advice. Clients should consult with their own legal/tax professionals when necessary.
The information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services except in jurisdictions where we are properly registered or exempt from registration.
Limitation of Liability
Your Planning Partner, LLC assumes no liability for any direct or indirect damages arising from the use of this website or reliance on its content.
Your Planning Partner, LLC assumes no liability for any direct or indirect damages arising from the use of this website or reliance on its content.
We may update these disclosures as regulations change or our business evolves.
Changes to Disclosures
Limitation of Liability
Use of Information
The information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services except in jurisdictions where we are properly registered or exempt from registration.
While we coordinate with tax professionals and attorneys, our services should not be construed as legal or tax advice. Clients should consult with their own legal/tax professionals when necessary.
Not Legal or Tax Advice
All investments carry inherent risks, and past performance is not indicative of future results.
This website and our services do not guarantee any specific financial outcomes.
No Guarantees
CFP®: Carol Dixon is a CERTIFIED FINANCIAL PLANNER™ professional.
CPA/PFS: Michael Dixon holds a CPA and PFS designation.
Regulatory Compliance: We operate under applicable state/federal regulations. For details on our registration, please contact us or refer to the relevant regulatory body.
Professional Designations & Registrations
We are fiduciaries, which means we act in the best interest of our clients at all times and fully disclose any potential conflicts of interest.
Fiduciary Statement
Your Planning Partner, LLC is committed to transparency in all aspects of our work – especially when it comes to financial planning for doctors, professional registrations, and any associated risks. Please review the following disclosures carefully.
Legal & Disclosures
Legal & Disclosures
We may update these disclosures as regulations change or our business evolves.
Changes to Disclosures
Your Planning Partner, LLC assumes no liability for any direct or indirect damages arising from the use of this website or reliance on its content.
Limitation of Liability
The information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services except in jurisdictions where we are properly registered or exempt from registration.
Use of Information
While we coordinate with tax professionals and attorneys, our services should not be construed as legal or tax advice. Clients should consult with their own legal/tax professionals when necessary.
Not Legal or Tax Advice
All investments carry inherent risks, and past performance is not indicative of future results.
This website and our services do not guarantee any specific financial outcomes.
No Guarantees
CFP®: Carol Dixon is a CERTIFIED FINANCIAL PLANNER™ professional. CPA/PFS: Michael Dixon holds a CPA and PFS designation.Regulatory Compliance: We operate under applicable state/federal regulations. For details on our registration, please contact us or refer to the relevant regulatory body.
Professional Designations & Registrations
We are fiduciaries, which means we act in the best interest of our clients at all times and fully disclose any potential conflicts of interest.
Fiduciary Statement
Your Planning Partner, LLC is committed to transparency in all aspects of our work – especially when it comes to financial planning for doctors, professional registrations, and any associated risks. Please review the following disclosures carefully.