About School of Personal Finance

School of Personal Finance, LLC (“SPF”) is an investment adviser registered with the U.S. Securities and Exchange Commission. SEC registration does not imply a particular level of skill or training and does not constitute SEC approval or endorsement.

 

Website Content and Advisory Services

This website describes and promotes SPF’s investment advisory services. It also provides general information and educational content about financial planning, retirement, taxes, and investing.

General website content is not tailored to your circumstances and should not be treated as a personalized recommendation to buy, sell, or hold any investment, or as individualized investment, tax, or legal advice. Viewing this website or contacting SPF does not, by itself, establish an advisory relationship. SPF provides personalized advice under an advisory engagement based on the client’s circumstances and the agreed scope of services.

Information on this website may change or become outdated. Before acting on it, consider your circumstances and consult an appropriate professional when you need individualized investment, tax, or legal guidance.

 

Investment Risk

Investing involves risk, including the possible loss of principal. No investment strategy can guarantee a profit or prevent a loss. References to planning strategies or potential benefits should be considered alongside their costs, risks, and limitations.

 

Availability of Services and Firm Disclosures

SPF offers advisory services only in jurisdictions where it is properly registered or exempt from registration. Services, fees, and the scope of an engagement are described in SPF’s Form ADV Part 2A and, where applicable, Part 2B, Form CRS, and the client’s advisory agreement. The current Form ADV brochure and Form CRS are available through the links in this website’s footer or upon request.

 

For information about how SPF handles personal information, please review the Privacy Policy linked in the footer.

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CFP® Certification Marks

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.