Quantifi Planning, LLC (referred to as “QP”) is a registered investment adviser offering advisory services in the State of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by QP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of QP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, QP disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. QP does not warrant that the information will be free from error.
None of the information provided on this website is intended as investment, tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Investments are subject to market risk, including possible loss of principal. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is not an indication of future results. Your use of the information is at your sole risk. Under no circumstances shall QP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials on this site, even if QP or a QP authorized representative has been advised of the possibility of such damages. In no event shall QP have any liability to you for damages, losses, and causes of action for accessing this site.
Please contact us if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Quantifi Planning, LLC (referred to as “QP”) with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
QP is an Investment Adviser registered with the State of Pennsylvania. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions. Investments are subject to market risk, including possible loss of principal. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is not an indication of future results.