These can be placed in the footer or on a small standalone “Disclosures” page.

Azimuth Planning Group, LLC (“APG”) is a Registered Investment Adviser.
Registration does not imply a certain level of skill or training.

Financial planning and advisory services are offered through APG;
tax services are provided separately through Rose Group CPAs, a distinct legal entity. Clients engaging APG are not required to engage Rose Group CPAs, and vice versa.

The information on this website is for educational purposes only and should not be construed as personalized financial, tax, or legal advice.
Investment and financial planning decisions should be made based on your unique situation and the terms of your signed client agreement.

CFP® and CERTIFIED FINANCIAL PLANNER™ marks are certification marks owned by the CFP Board.
“CPA” refers to Certified Public Accountant, licensed in the state(s) listed in the practitioner’s profile.
Past performance is not indicative of future results