Disclaimer

WEBSITE CONTENT

All written content on this site is for information purposes only. Opinions expressed herein are solely those of New Gen Financial Planning. Material presented is believed to be from reliable sources and we make no
representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor, accountant or attorney prior to implementation. 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.

REGISTRATION INFORMATION

Fee-only financial planning and investment advisory services are offered through New Gen Financial Planning, a registered investment advisory firm in New York. The presence of this website on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the states in which New Gen Financial Planning is registered as an investment advisor.

CONFIDENTIALITY AND SECURITY

We restrict access to nonpublic personal information about 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.