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TERMS OF USE
Use
of this website constitutes your acceptance of our
Terms
of Use for all website visitors (Please read).
DISCLOSURE
AND DISCLAIMER
Visitors to this website and readers of our newsletter acknowledge that they
have read and agree to the terms of this
disclosure and disclaimer.
Use of any part of this website or our newsletter shall constitute
your agreement and acceptance of all of the terms
and conditions below and in our Privacy
Policy, which are subject to change.
No
Soliciting. Use of our email address, phone
number and contact information is for our clients and prospective clients only.
Contact harvesting, spam, solicitations, offers and sales calls by phone or
email are prohibited and shall be a violation of our Privacy Policy.
Jerry Lucas is a Colorado
licensed agent for life, health and long term care insurance. Insurance
and annuity products are offered by Jerry Lucas, dba Advisor Insurance Services, to Colorado residents only. Colorado insurance license
#RPI00075713.
ACT
Financial Services, LLC, (a Limited Liability
Company) doing business as Advisor Financial
Services (AFS), is a Colorado Registered
Investment Adviser (RIA) firm. AFS and its
representatives are in compliance with notice
filing requirements imposed upon registered
investment advisers by those states where AFS has
clients. AFS may only transact business in those
states where it is registered, or where it
qualifies for an exemption or exclusion from
registration requirements. AFS serves U.S. citizens. This AFS website
and our newsletter is
limited to the dissemination of general
information pertaining to its investment advisory
and other services. Accordingly, the publication
of the AFS website on the Internet or our newsletter should not be
construed by any visitor, reader, consumer and/or
prospective client as a solicitation by AFS to
effect, or attempt to effect transactions in
securities, or the rendering of personalized
investment, insurance, legal, accounting or tax advice, for
free or for compensation, over the
Internet. Information is not the same as
advice. You agree to seek advice for your
particular situation from an appropriate,
competent, licensed professional.
INFORMATION PRESENTED IS GENERAL INFORMATION THAT
DOES NOT TAKE INTO ACCOUNT YOUR INDIVIDUAL CIRCUMSTANCES, FINANCIAL SITUATION,
NEEDS, OR SUITABILITY, NOR DOES IT PRESENT A PERSONALIZED RECOMMENDATION TO
YOU. INDIVIDUAL STOCKS, MUTUAL FUNDS OR OTHER SECURITIES, INVESTMENTS OR
OTHER FINANCIAL PRODUCTS OR SERVICES OR STRATEGIES PRESENTED MAY NOT BE SUITABLE
FOR YOU. PAST PERFORMANCE IS NO INDICATION OR GUARANTEE OF FUTURE RESULTS.
Any
subsequent, direct communication by AFS with a
prospective client shall be conducted by a
representative that is either registered or
qualifies for an exemption or exclusion from
registration in the state where the prospective
client resides. For information pertaining to the
registration status of AFS, please contact the
state securities law administrators for those
states in which AFS maintains a registration or
notice filing.
A copy of the AFS written
disclosure statement (Form ADV brochure)
discussing business operations, services, and fees
is offered and available on this website and from AFS upon
written request.
As an independent, fee-based
advisor, AFS investment adviser representatives
are not, in their individual capacities,
registered representatives of any broker-dealer
firm and do not earn any commissions on
transactions for the purchase or sale of
securities. AFS representatives may receive
commissions for other product sales, and referral fees. Jerry Lucas, as a
licensed insurance agent, receives commissions from the sale of insurance and
annuities.
AFS
does not make any representations or warranties as
to the accuracy, timeliness, suitability,
completeness, freedom from computer virus, or
relevance of any information on this website or in our newsletter or
for any information prepared or presented by any
third party, whether linked to this AFS website or our newsletter or incorporated
therein, and takes no
responsibility therefore. All such information is
provided "as is" and solely for informational and convenience purposes only,
is subject to change without notice, and all users thereof
should be guided accordingly. Links to other websites do not constitute an endorsement
or recommendation of any
information, products or services offered or mentioned there. Users
shall thoroughly investigate and shall accept all risks of using information,
recommendations, products and services on other websites.
Beware of exaggerated claims. Users of any information on this website or our newsletter agree to contact AFS to discuss their
personal financial situation before using any of
the information therein and assume full risk and
liability for any loss caused by misuse,
misunderstanding, interpretation or other use of
the information without a prior discussion and a
written analysis of their personal financial
situation by AFS. No advisor/client
relationship shall exist due to any information
posted or mentioned on this website, or our newsletter, or any
communication with AFS, without a signed, written
advisor/client agreement. Opinions and
recommendations within this site or our newsletter do not
necessarily reflect the views of any other
parties, websites, vendors, insurance carriers or
companies. Governing law for any disputes
arising from this website or our newsletter shall be the laws of
our domicile or the location of the web server, at
the choice of AFS. If any part of this
agreement shall be found to be unenforceable, that
part shall be rescinded, modified or amended to
meet the original intent, and shall not invalidate
the remaining parts.
We do not provide legal, tax
or accounting advice. If you contact us for assistance or more information, we will add your name to our
opt-in mailing list. You
can request to be removed (opt-out) at any time. We respect your privacy
and do not share
your information with any other parties. We process inquiries and requests
as time allows. We reserve the right to not answer inquiries or requests
for information at our discretion.
Prospective
clients may contact
Advisor Financial Services for a free, initial
consultation.
To view our USA Patriot Act Notice regarding anti-money
laundering and anti-terrorism, click
here.
To view our Business Continuity Disclosure regarding
significant business disruptions, click
here.
To view our Penny Stock Disclosure regarding low priced
stocks under $5 per share, click
here.
AdvisorFinancialServices.com, 401kWizard.com, 401k Wizard, Market Tracker Wizard
and Advisor Financial Services logo are trademarks of Advisor Financial Services
( LLC)
Advisor Financial Services (LLC) is a fee-based Colorado Financial
Planner, Financial
Advisor,
Registered Investment Advisor firm located in
Colorado Springs, Colorado.
For assistance or more information, please call
Jerry Lucas at (719)
591-0433 or Toll-Free at (888) 758-9654
or send email to
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ADVISOR
FINANCIAL SERVICES