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Financial Disclaimer

Important Notice

Frank Finly LLC is a Georgian company. We are NOT registered with the U.S. Securities and Exchange Commission (SEC), NOT a licensed financial advisor in any U.S. state, NOT a broker-dealer, and NOT a tax advisor. All content, tools, and services on this site are strictly informational and educational. We do NOT provide financial, tax, or legal advice.

What We Are

Frank Finly operates an informational website and a matching platform. We provide:

  • Educational articles and content about retirement planning
  • Calculators and tools for illustrative purposes
  • A service that connects users with financial advisors who participate in our platform

We do not review the performance of advisors, manage your investments, or provide personalized recommendations. We are not a fiduciary in any capacity.

What We Are Not

  • We are NOT a registered investment adviser (RIA) with the SEC or any state
  • We are NOT a broker-dealer or member of FINRA
  • We are NOT a licensed financial advisor, CFP, or tax professional in any jurisdiction
  • We are NOT a U.S. entity — we are registered in Georgia (the country)

No Professional Advice

The information on this Site is general in nature and may not be appropriate for your situation. Your financial circumstances are unique. Before making any financial, tax, or legal decisions, you should consult a qualified professional who is fully aware of your individual circumstances.

Calculators, estimates, and projections on this Site are for illustrative purposes only. They are based on assumptions and may not reflect real-world outcomes. Past performance does not guarantee future results.

No Liability

WE ARE NOT LIABLE FOR ANY ACTION YOU TAKE OR FAIL TO TAKE based on information from this Site or our Services. We are not liable for any losses you suffer as a result of such action or inaction. The Site and Services are provided as a convenience. We do not guarantee accuracy, completeness, or suitability of any information for your particular needs.

Investment Risk

This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with a financial adviser may come with potential downsides, such as payment of fees (which will reduce returns). Past performance is not a guarantee of future results. There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

Advisor Matching

When you use our matching service, we share your information with third-party financial advisors who participate in our platform. We do not endorse, verify, or supervise these advisors. We do not manage client funds or hold custody of assets — we help users connect with relevant financial advisors. Any relationship you form with an advisor is between you and that advisor. We do not receive compensation for specific investment recommendations — we match users with advisors who may contact them. See our Terms of Service and Consent to Contact for more information.

Questions

If you have questions about this disclaimer, contact us at marketing@frankfinly.com.