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Operation: Veteran Finance is hosted by Army Veteran and CERTIFIED FINANCIAL PLANNER™ professional Garrett N. Sorensen, an investment adviser representative of Marcum Wealth, LLC. Marcum Wealth, LLC is an SEC-registered investment advisory firm with its principal place of business in Ohio. Registration is not an endorsement of the firm or its representatives by securities regulators, nor is it an indication that the adviser has attained a particular level of skill or ability.
The content contained herein is intended for educational and informational purposes only. All expressions of opinion reflect the judgment of the speaker as of the date of publication and are subject to change. The adviser does not endeavor to update or remove prior content after initial publication. Commentary should not be regarded as a complete analysis of the subjects discussed. No website visitor should assume that the publication of any of this material serves as the receipt of, or a substitute for, personalized advice from Mr. Sorensen, Marcum Wealth, LLC, or from any other investment adviser. Website visitors should not use the content herein as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced in this material. Marcum Wealth, LLC is neither a law firm nor an accounting firm. Any tax and estate planning information provided is general in nature, is provided for educational and informational purposes only, and should not be construed as legal or tax advice. Website visitors, clients, and prospective clients should consult an attorney or tax professional regarding their specific legal or tax situation.
Past performance does not guarantee future results. All financial planning and investment strategies, including those discussed herein, have the potential for profit or loss, and different financial planning strategies, investments, and types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific financial plan, investment, or investment strategy, including those discussed herein, will be profitable or equal any historical or anticipated performance level. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of an adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. The effectiveness and potential success of a financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions.
CERTIFIED FINANCIAL PLANNER™: Certified Financial Planner Board of Standards, Inc. (“CFP Board”) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with flame design) logo in the United States (these marks are collectively referred to as the “CFP® marks”). The CFP Board authorizes use of the CFP® marks by individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. To earn the right to use the CFP® marks, an individual must currently fulfill specific requirements in the areas of education, examination, experience, and ethics. Individuals who become certified must complete ongoing education, ethics, and certification requirements in order to maintain the right to continue to use the CFP® marks. CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board’s enforcement process, which could result in suspension or permanent revocation of their CFP® certification.