The generalized information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipality taxes or penalties. By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future. It is not intended to provide tax or legal advice. The retirement kit is provided for informational purposes only.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. Insurance products and services are offered and sold through Mercurio Insurance Services and individually licensed and appointed insurance agents. This website and information are not intended to provide investment, tax, or legal advice.
APPOINTED TASK PLANNER PROFESSIONAL
Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. Investments involve risk and unless otherwise stated, are not guaranteed. This website and information are provided for guidance and information purposes only. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Mercurio Wealth Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Mercurio Wealth Advisors’ web site or incorporated herein, and takes no responsibility therefor. A copy of Mercurio Wealth Advisors’ current written disclosure statement discussing Mercurio Wealth Advisors’ business operations, services, and fees is available at the SEC’s investment adviser public information website – or from Mercurio Wealth Advisors upon written request.
APPOINTED TASK PLANNER REGISTRATION
For information pertaining to the registration status of Mercurio Wealth Advisors, please contact the state securities regulators for those states in which Mercurio Wealth Advisors maintains a registration filing. Any subsequent, direct communication by Mercurio Wealth Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Accordingly, the publication of Mercurio Wealth Advisors’ web site on the Internet should not be construed by any consumer and/or prospective client as Mercurio Wealth Advisors’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Mercurio Wealth Advisors’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Mercurio Wealth Advisors may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Mercurio Wealth Advisors is a registered investment advisory firm located in Louisville, Kentucky.
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