Important Disclosure Information

Parker Financial Planning, LLC (“PFP”) is a Connecticut state registered investment adviser located in Mystic, Connecticut. PFP may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. PFP’s website is limited to the dissemination of general information pertaining to its advisory services. Accordingly, the publication of PFP’s website on the Internet should not be construed by any consumer and/or prospective client as PFP’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by PFP 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. For information pertaining to the registration status of PFP, please contact the state securities regulators for those states in which PFP maintains a registration filing. A copy of PFP’s current written disclosure statement discussing PFP’s business operations, services, and fees is available from PFP upon written request.

Neither PFP nor its employees are attorneys or accountants, and no portion of the web site content should be interpreted as legal, accounting, or tax advice. 

Each client and prospective client agrees, as a condition precedent to its access to PFP’s website, to release and hold harmless PFP, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of its actions and/or omissions which are independent of its receipt of personalized individual advice from PFP.

To see our most recent form ADV II, please click here.