Disclaimer
Retirement Planning & Administration, Inc. is an affiliate owned and operated by the
shareholders of Diefendorf Capital Planning Associates, LLC
Consolidated Portfolio Review Corp. is a Registered
Investment Advisor with the Securities & Exchange Commission.
As a Registered Investment Advisor,Consolidated Portfolio Review Corp. and its advisory representatives
may only offer investment advice in states that it maintains
appropriate advisory notice filings and agent registrations,
or in states in which they are currently exempt from notice
filing/registration. A copy of Consolidated Portfolio Review Corporation’s current privacy notice along with our
written disclosure statement discussing our business operations,
services, and fees is available upon request.
Follow-up individualized responses to persons in a state
by such a firm or individual that involve either effecting
or attempting to effect transactions in securities, or the
rendering of personalized investment advice for compensation,
will not be made without first complying with appropriate
state licensing requirements, or an applicable exemption
or exclusion. For information concerning the licensing status
or disciplinary history of a broker/dealer, investment adviser,
BD agent, or IA rep, a consumer should contact his or her
state securities law administrator.
Certain advisory representative of Consolidated Portfolio Review Corp. are also registered as representatives
of Sterling Monroe Securities, LLC, Member FINRA/SIPC.
This web site is believed to provide accurate and authoritative
information in regards to the subject matter covered. The
accuracy of the information is not guaranteed and is provided
with the understanding that we are not rendering legal,
accounting, tax, or other professional services. If legal
advice or other expert assistance is required, the services
of a competent professional should be sought.
