Retirement Planning Disclosures

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Investment advisory services are provided through Alphastar Capital Management, LLC, a SEC-registered investment adviser. It's important to note that SEC registration does not imply any endorsement of the firm by the SEC, nor does it indicate that the adviser has achieved a specific level of skill or ability. Fixed insurance products are made available through ClearPath Retirement Planning, LLC, and Alphastar Capital Management does not participate in the offer, recommendation, sale, or management of commission-based fixed insurance products. Both Alphastar Capital Management and ClearPath Retirement Planning, LLC operate as separate and independent entities. This information is for educational purposes only and should not be interpreted as legal, tax, or investment advice, nor as a recommendation for any specific security, investment product, or investment strategy.

This website, ClearPath Retirement (this “Website”), is owned and operated by ClearPath Retirement Planning, LLC. All content on this Website is general in nature, not specifically directed or tailored to any individual, and serves informational purposes only. Neither the Website nor any of its content is intended as investment advice and should not be considered as a recommendation to buy or sell any specific security. The information presented here reflects the opinions and projections of Stewart Smith Financial as of the current date, which may change without notice. Stewart Smith Financial does not guarantee that any opinion or projection will be realized. Neither Stewart Smith Financial nor any of its advisers, officers, directors, or affiliates claims that the information on this Website is accurate, current, or complete, and such information is subject to change without notice. Performance information should be viewed alongside applicable disclosures, as past performance is not indicative of future results. This Website and its content should not be interpreted as legal, tax, or other forms of advice. Individuals are encouraged to seek their own tax or legal advisers before entering into any advisory contract.

Past performance is not indicative of future results. The material provided above is intended for informational purposes only and is not meant to serve as legal or investment advice or as a recommendation for any specific security or strategy. The investment strategies and themes discussed may not be suitable for all investors, depending on their individual investment objectives and financial situations. Information from third-party sources is believed to be reliable, but its accuracy is not guaranteed, and ClearPath Retirement Planning, LLC makes no representations or warranties regarding the accuracy or completeness of this information, which should not be the sole basis for any investment decision. Information on third-party websites that ClearPath Retirement Planning, LLC may link to has not been fully reviewed for accuracy, and ClearPath Retirement Planning, LLC assumes no liability for the content of these websites. Opinions expressed in this commentary represent the subjective judgments of the author based on conditions at the time of writing and are subject to change without notice. No part of this material may be reproduced in any form or referenced in any other publication without express written permission from ClearPath Retirement Planning, LLC.