Terms of use.

Using this site

By using this website, you agree to these terms. If you do not agree, please do not use the site.

Information only

Content on this site is general information about Life Story Wealth Planning LLC and its approach. It is not personalized investment, tax, or legal advice, and it is not an offer or solicitation to buy or sell any security. It does not take your circumstances into account, so please do not rely on it as a substitute for advice that does.

No advisory relationship

Visiting this site, sending a message, or booking a call does not make you a client. An advisory relationship begins only when you and the firm sign an advisory agreement, after you have received the firm's Form ADV Part 2A.

Where the firm does business

The firm is registered as an investment adviser in the State of Arizona. It provides advisory services only in states where it is registered or exempt from registration. This site is intended for U.S. residents and is not an offer to anyone in a jurisdiction where such an offer would be unlawful.

Investment risk

Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Illustrations on this site show how something works; they are not actual or projected results. The Disclosures page and the firm's Form ADV Part 2A describe the risks in more detail.

Communications

Email and booking notes are not secure. Please do not send Social Security numbers, account numbers, or passwords through them. They are also not a reliable way to send time-sensitive instructions: the firm acts on account instructions only after confirming them with you directly. Communications with the firm are retained, and may be reviewed, as the law requires.

Links to other sites

This site links to outside websites, including the SEC's Investment Adviser Public Disclosure site, FINRA BrokerCheck, and the firm's scheduling page. The firm does not control those sites and is not responsible for their content or privacy practices.

Accuracy and changes

The firm works to keep this site accurate, but content reflects the date it was written and may change without notice. The date the site was last reviewed appears in the footer of every page.

Ownership of content

The text, design, and graphics on this site are the property of Life Story Wealth Planning LLC. The Life Story Wealth Planning and Tzur Magen names and logos may not be used without written permission. You may view and print pages for your own personal, non-commercial use.

No warranties; limitation of liability

This site is provided as is, without warranties of any kind. To the extent the law allows, the firm is not liable for any loss arising from use of the site or reliance on its content. Nothing in these terms waives or limits any right you may have under federal or state securities laws.

Governing law

These terms are governed by the laws of the State of Arizona.

Contact

Questions about these terms can go to alex@lifestorywp.com.