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CFP®, CERTIFIED FINANCIAL PLANNER™, and
are certification marks owned by the Certified Financial Planner Board of
Standards, Inc. These marks are awarded to individuals who successfully
complete the CFP Board's initial and ongoing certification requirements.
* ETF investments and mutual funds are available through low-cost brokerage
accounts, set up in your name. Prospectuses contain more complete
information, including Risks, Charges, Expenses & Investment Objectives.
Read them carefully before investing. ETF's are available in some accounts
and/or retirement plans. Past performance is not an indication of future
performance, nor a guarantee of future results. Asset Allocation cannot
assure a profit, nor protect against a loss. Foreign investing involves
additional risks including currency fluctuations and political uncertainty.
This is not an offer or solicitation in any jurisdiction where we are not
authorized to do business. This website was arranged and prepared
"in-house". We like helping people who appreciate our services and relatively
lower fees.
Disclaimer: DIAL is listed with the State of Pennsylvania as a Registered
Investment Advisor. Steve Clott is an Investment Adviser Representative of
DIAL, and is it's managing member. DIAL will not solicit or accept business
in any state in which it is not properly registered or otherwise qualified to
conduct business by virtue of a state “de minimus” exemption. This website
does not provide investment advice, nor does it constitute an offer to provide
investment advice, to any individual or entity in any state or other
jurisdiction. This website is for informational purposes only and does not
constitute a complete description of our investment services or performance.
This website does not constitute a solicitation or an offer to purchase or sell
securities or investment advisory services except, where applicable, in states
where we are registered or where an exemption or exclusion from such
registration exists. Client suitability must first be reviewed and
determined. All investments mentioned herein contain varying levels of
risk, and may not be suitable for every investor. Nothing on this website
should be interpreted to state or imply that past results are an indication of
future performance.
Links to other websites are not an endorsement of the referred web site, its
sponsor, or any of the policies, activities, products, or services offered on
the site or by any advertiser on the site. Thank you for your interest in this
DIAL Website!
Securities and Advisory Services: offered through Dedicated Investment Advisers,
LLC, (DIAL). Tax Preparation is provided by Steve Clott, CPA. DIAL's
current disclosure statement as set forth on Part II of Form ADV explains
more fully the firm's personnel backgrounds, fees, and general information.
"Advisor" can
be spelled 2 ways - Congress chose "Adviser" in 1940.
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