Disclaimers & Disclosures

This website is solely for informational purposes and not a solicitation to invest or purchase any product. The information provided in this website is provided for general information and educational purposes. BRS Financial, LLC, is a registered investment advisor (RIA). Advisory services are only offered to clients or prospective clients where BRS Financial, LLC, and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal. No advice may be rendered by BRS Financial, LLC, unless a client service agreement is in place. Please contact a financial advisory professional before making any investment. BRS Consulting, Inc., is a full service consulting firm. It provides business succession planning, investment banking and real estate development consulting services, financial planning, risk assessment and management services, insurance and annuity products that pay commissions, merchant processing and business services consultation, and a variety of other fee-based consulting services. Neither BRS Financial nor BRS Consulting provides accounting, legal, or tax advice. Consult with an accountant or lawyer for tax-related advice or legal needs. To the extent any material or information on this website concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. BRS Consulting, Inc., and BRS Financial, LLC, are related but separate legal entities. BRS Consulting, Inc., offers financial services and products and is affiliated with BRS Financial, LLC. It is possible that potential conflicts of interest may arise as a result of the activities conducted through BRS Consulting, Inc., and BRS Financial, LLC. Financial planning activities are conducted through BRS Consulting, Inc. However, no fees are charged for these services through BRS Consulting, Inc.

Neither BRS Consulting, Inc., nor BRS Financial, LLC, is a law firm or CPA firm. None of the information presented, advice given, or services rendered should be considered legal, tax, or accounting advice. If you require the services of an attorney or CPA, we recommend that you seek out an independent attorney or CPA and verify their legal, tax, and/or accounting experience and competence to provide you the fact-specific advice suitable to your particular needs and objectives.

Should you have any questions about the relationship between, or about any actual or potential conflict of interest between BRS Consulting, Inc., and BRS Financial, LLC, please contact David A. Sims, Chief Compliance Officer, at dsims@brs-consulting.com or (877) 588-3217.