Privacy Policy

Accessibility Statement for Individuals with Disabilities

Advisory services offered through Strategy Marketplace, LLC.

We are an independent financial services firm helping individuals create retirement strategies using various investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

The information and opinions contained in any of the material requested from this website are provided by third parties. They have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Form ADV Part 2 – Disclosure Brochure

Form ADV Part 3 – Client Relationship Summary (Form CRS)