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For your general information, the Society of Certified Retirement Financial Advisors ("Society") maintains a list of financial advisors who have attended an intensive training seminar on retirement financial issues. These financial advisors are not affiliated with the Society. These financial advisors conduct their own practices which are independent from the Society and they are not representatives, agents, partners, employees, or contractors of, and are not otherwise associated with the Society. Any representation made to the contrary by any of the financial advisors named in this website is false. The Society is not responsible for any financial advice or any other services provided by any of the financial advisors named in this website. You are responsible for your choice of a financial advisor. You should carefully interview one or more potential financial advisors, ask for and check references, and otherwise carefully assess your choice of a financial advisor. The financial advisors you may access through this website have completed a training designed by the Society on retirement financial issues. Financial advisors pay a fee to the Society for obtaining study materials guidance in learning those materials and taking a closed book proctored exam. The Society has not conducted any background checks and has not in any way qualified any of the financial advisors listed on this site other than had them pass the Society’s exam, sign the Society’s ethics agreement and maintain their continuing education requirement. Furthermore, the Society makes no representations regarding the financial advisors named in this website or the quality of the service they provide. In other words, the designation CRFA as used in this website means solely that the financial advisor has completed the requirements detailed at www.crfa.us to use the CRFA designation. The Society does not consult with, advise, or help financial advisors as they work with their clients. In other words, any advice or services you may receive from a financial advisor, whether listed on this website or not, is not the advice of or services by the Society. The Society does not control or review, and are not responsible for, the advice you may receive from a financial advisor you learn of through this website. Furthermore, the Society is not responsible for such a financial advisor's action or failure to act on your behalf. The Society does not guarantee and is not responsible for the results of any investments you may make or insurance you may buy or advice you make act on with the advice of or through any such financial advisor. Your use of a financial advisor named on this website is strictly at your own risk. By accessing or using the list of financial advisors on this website you agree that the Society is not responsible or liable for any advice given by, actions taken by, failures to act by, negligence of, or other misconduct of any type of any of the financial advisors named on this website. If you accept these Terms and Conditions, you waive and release, and you agree to indemnify and hold the Society harmless from any and all claims, liabilities, and losses arising from or related to your use of any financial advisor named in this website.
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