All written content on this site is for information purposes only. Opinions expressed herein are
solely those of WatchDog Planning LLC (“WP”), unless otherwise specifically cited. Material presented is believed to be from reliable sources; no representations are made by our firm as to another parties’ informational accuracy or completeness. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.
No information contained on this website constitutes tax, legal, insurance or as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.
All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. This website should not be considered a solicitation, offer or recommendation for the purchase or sale of any securities or other financial products and services discussed herein. Visitors to this website will not be considered clients of WP solely by virtue of access to this website.
Advisory services are offered through WP, an investment advisor registered in the Commonwealth of Pennsylvania and the state of New Jersey and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
Confidentiality and Security
We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein. We will not sell or share mailing lists under any circumstances.