DISCLOSURES & DISCLAIMERS
IMPORTANT INFORMATION REGARDING OUR WEBSITE
GENERAL INFORMATION
Taurum Retirement Partners, LLC (“Taurum”) is an investment advisor firm registered pursuant to the laws and regulations of the U.S. Securities and Exchange Commission. Registration of an investment advisor does not imply any level of skill or training. Our principal offices are located in Mesa, Arizona.
Our firm’s financial philosophy centers on providing portfolio management services that incorporate financial planning methodologies and referrals to third-party asset management platforms to assist individuals and families in achieving their long-term financial goals.
ADVISORY REGULATIONS
Our firm and investment advisor representative(s) are in compliance with the current regulatory filing requirements imposed by the states where we conduct business. We only transact business in states where we have made the requisite filings or operate pursuant to an exemption from the filing requirements.
Our Client Relationship Summary (Form CRS), which summarizes our advisory service offerings, is available at Form-CRS.pdf (taurumfinancial.com) for review. A copy of our Brochure, which details our firm’s operations, services, and advisory fees, is also available on our website. If you need additional information or documentation, please contact us.
Subsequent or direct communication by Taurum with a prospective client will be conducted by an investment advisor representative of our firm that is registered or qualifies for an exemption or exclusion from the regulatory filing requirements of the state where the prospective client resides.
LIMITATIONS OF INFORMATION
Unless otherwise indicated, all web pages, interactive features, widgets, newsletters, blogs, social media sites (collectively “websites”), the respective content (including but not limited to linked economic calculators or similar interactive devices), and materials on the websites are owned by Taurum.
We may link or post publications and information by unaffiliated third parties (“third-party sites”) to our websites. Although such publications and information have been compiled from sources believed to be reliable, accuracy and completeness cannot be guaranteed. Furthermore, we do not make any representation or warranty as to the accuracy, timeliness, suitability, completeness, or relevance of information on linked third-party sites.
Consumers or prospective clients should not construe any information or data on our websites as a provision of personalized investment advisory recommendations or a solicitation to effect or an attempt to effect transactions in securities. There can be no assurance that any investment strategy, specific securities, or investment vehicles (including those discussed or recommended by Taurum) will be profitable or equal any historical performance level(s). Investments involve varying degrees of risk. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. Consumers or prospective clients should consult with a qualified financial professional or tax adviser before implementing strategies, investment vehicles, or securities discussed on our websites (or in linked content).
USER CONSENT TO TERMS AND CONDITIONS
Use of our websites and materials presented on such websites are subject to the limitations, terms, and conditions set forth herein. Each consumer and prospective client agree, as a condition precedent to access our websites, to release and hold harmless Taurum, its officers, directors, owners, employees, and agents from all adverse consequences resulting from any actions or omissions that are independent of the receipt of personalized individual advice from Taurum.
DISCLAIMERS
Use of Certain Terms. Our websites use the term “Registered Investment Advisor,” the acronym “RIA,” or indicate investment advisor registration with the U.S. Securities and Exchange Commission (“SEC”). Please note that these terms or such language do not imply any specific skill or training level of an investment advisor firm.
