Disclaimers

Website content is not financial advice - Content on this site or blog is never intended to serve as specific financial advice. Financial advice can only be given after executing the necessary advice agreements and learning your specific circumstances, needs, etc. What may be good for most people might not be right for you.

Charles Schwab (Custodian) - We have selected Charles Schwab as our custodian due to their professional reputation, low fees, technology, service quality, trade executions, and more. We will continue to monitor the quality of their service and platform and reserve the right to change our preferred custodian in the future if circumstances warrant doing so. The opinions expressed on our site are not those of Charles Schwab, and opinions expressed by Charles Schwab are not necessarily those of Alton Point Advisors. You can learn more about the features offered by Schwab by visiting: https://content.schwab.com/learningcenter

Privacy policy - As a firm, the privacy of our clients is of utmost importance. You can read our website privacy policy by clicking here