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Legal and Regulatory Disclosures


Partners for Planning, LLC (PFP) is a fee-only Registered Investment Advisor located in Hilton Head Island, SC.  PFP and its representatives are in compliance with the current registration requirements imposed upon state-registered investment advisers by those states in which PFP maintains clients.  PFP may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The information provided on this site is limited to the dissemination of general information pertaining to investment advisory and financial planning services offered to US residents.  It is not a substitute for the firm’s informational brochure, ADV Part II. Form ADV Part II is available on the SEC’s website at www.adviserinfo.sec.gov.  The searchable IARD/CRD number is 168849. ALL INFORMATION AND CONTENT PROVIDED ON THIS SITE IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE CONSTRUED AS OFFERING ADVICE. THE PURPOSE OF THIS SITE IS TO PROVIDE GENERAL INFORMATION AND IS NOT TO PROVIDE FINANCIAL, LEGAL, ACCOUNTING, OR TAX ADVICE SPECIFIC TO YOUR PARTICULAR SITUATION. Certain information on this website may come from publicly available sources believed to be accurate and reliable; however, the information, could be dated or, potentially, inaccurate and should not be used to make financial planning or investment decisions.  Website links provided are for convenience only and we cannot vouch for, or take responsibility for the accuracy, timeliness, or completeness of the information and products that might be offered by these websites. It is important to remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy including those undertaken or recommended by PFP will be profitable or equal any historical performance level.