Full disclosure compels us to tell you that the free Get Acquainted teleconference might not be offered at some time in the future -- the demand for our services is high, and many unbiased Fee Only financial planners in the US are no longer accepting new clients. We are working to encourage the entry of more qualified planners into our profession, as we believe strongly in it. It is anticipated that demand for our services will greatly exceed supply in the future.
Jake Engle is a Certified Financial Planner™ practitioner, and a Vancouver WA Fee Only Financial Planner. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wealth Planning & Management, LLC. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered by Jake Engle, CFP®, d/b/a Wealth Planning & Management LLC a registered investment advisor in the states of Oregon and Washington state. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the states of Oregon, Washington or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of Oregon, Washington and certain other states.
Wealth Planning & Management, LLC is a Washington State LLC and a registered investment adviser in the States of Washington and Oregon. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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Certain text and articles: Certain articles and commentary: ©2000 AdvisorSites, Inc., Andrew Gluck, Principal. Other text, photos, articles and logos: ©2000-2017 Wealth Planning & Management, LLC , Jake Engle CFP®,Principal. "Enriching Your Strengths" (TM) owned by Wealth Planning & Management, LLC.
Rule 3.3 of the CFP Board of Standards requires CFP® certificants to obtain the information necessary to fulfill their obligations. In situations where a certificant cannot obtain the necessary information, this Rule also requires certificants to “inform the prospective client or client of any and all material deficiencies.” For CFP® certificants who are engaged in financial planning, the explanation of Practice Standard 200-2 provides additional guidance for obtaining information and documents relevant to a client relationship, including the direction that certificants “communicate to the client a reliance on the completeness and accuracy of the information provided and that incomplete information will impact conclusions and recommendations.” Prospective clients are so informed by this reference that we must receive full and accurate information from you, and we will rely on information that you provide.