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Lynnfield Woods Office Park, 200 Broadway (Route One South)
Suite 206
Lynnfield, MA 01940

(888)-644-PLAN

 

Disclosure

Important Disclaimers

Timothy Charles Financial, LLC ("TCF") is a Registered Investment Advisor ("RIA"), located in the Commonwealth of Massachusetts.  TCF provides investment advisory and related services for clients nationally.  TCF will maintain all applicable registration and licenses as required by the various states in which TCF conducts business, as applicable.  TCF renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Terms of Use

Please read these terms and conditions of use ("Terms") carefully before using the website located at http://timothycharlesfinancial.com/ ("Website") or any of the information or services provided by Timothy Charles Financial, LLC (collectively "TCF", "we", "our", "us") in connection with the Website.  By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them.  If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by TCF in connection with the Website and should promptly terminate all use thereof.  The terms "you" and "your" mean you and any entity you may represent in connection with the use of the Website.  You may use your browser to download or print a copy of these Terms for your records.

TCF reserves the right to change, modify, add or remove portions of these Terms at any time for any reason.  We suggest that you review these Terms periodically for changes.  Such changes shall be effective immediately upon posting.  You acknowledge that by accessing our Website after we have posted changes to these Terms, you are aggressing to these Terms as modified.  

These Terms were last updated on October 10, 2018

Risk Disclosure

Different types of investments involve varying degrees of risk.  Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.  

Asset allocation may be used in an effort to manage risk and enhance returns.  It dose not, however, guarantee a profit or protect against loss.  Performance of the asset allocation strategies depends on the underlying investments.  

This website is intended to provide general information about TCF and its services.  It is not intended to offer or deliver investment advice in any way.  Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and be able to contact us for further information.

Market data, articles and other content on this website are based on generally available information and are believed to be reliable. TCF does not guarantee the accuracy of the information contained in this website. The information is of general nature and should not be construed as investment advice. Please remember that it remains your responsibility to advise TCF, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/ evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.    

TCF will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client.  You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us to request a free copy via .pdf or hardcopy.

Social Websites

TCF may utilize third-party websites, including social media websites, blogs and other interactive content.  TCF considers all interactions with clients,. prospective clients and the general public on these sites to be advertisements under the securities regulations.  As such, TCF generally retains copies of information that TCF or third-parties may contribute to such sites.  This information is subject to review and inspection by the CCO of TCF or the securities regulators.  

Information provided on these sites is for information and/or education purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product.  Advice may only be provided by TCF's advisory persons after entering into an advisory agreement and provided TCF with all requested background and account information.  

Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers | The Five Star award is not indicative of the wealth mangers' future performance | Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets | The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine | Working with a Five Star Wealth Manager,or any wealth manager, is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Profession in the future | Five Star Professional is not an advisory firm and the content of this article should not be considered financial advice | The award methodology does not evaluate the quality of services provided | For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com

If you have any questions regarding our policies, please Contact Us.