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We hold ourselves to the highest levels of professional and ethical standards. Any and all information you share with us is kept in strict confidence. We will never give or sell your name, address, phone number, email address, or any other identifying information to any third party, except in the following limited cases:
Rest assured that any third party with whom we share your information for financial product applications and/or purchases is also obligated to maintain strict confidentiality.
As noted elsewhere, nobody has a crystal ball that can foretell the future. Therefore, all projections are necessarily hypothetical in nature. Future investment returns and the effects of future taxes and inflation are based upon historical values or target values. Historical experience does not guarantee future results. No guarantees, either explicit or implied, are attached to projections and calculations. Where specific products do offer guarantees, they will be so noted.
Our advisors may discuss tax and real estate implications with you, but be advised that they are not licensed tax advisors, nor do they hold real estate licenses. You should consult your tax advisor for details concerning your specific tax situations.
Cyan Retirement Strategies are programs offered through Cyan Insurance Solutions, Inc. of Fallbrook, California. California License #0H05052.