Legal stuff
There is always fine print. For your convenience, we've compiled all of ours here in plain English, displayed large enough for easy reading.
Information on this website is designed to be educational, and is not intended to solicit the purchase or sale of any security. We take great pains to ensure the accuracy of the material on our site. However, we can make no warranty of accuracy, nor do we assume any liability for damages resulting from use of the information contained herein.
We provide advisory services and/or securities brokerage only for clients who live in states where we are licensed to engage in these activities. We currently are licensed in our home state of Massachusetts, as well as Connecticut, Missouri, New Hampshire, New York, Pennsylvania, and Rhode Island. Check with us often, as we expect the list to grow. The book is for everyone, regardless of where you live.
Our clients interface with several entities. Securities are offered through Essex Securities, a registered broker/dealer, member FINRA/SIPC. Advisory services are offered through Global Investment Advisors, 168 Centre Street, Danvers, MA 01923. (800) 377-7964. Insurance products are provided through independent brokerage agreements. Aspire Financial Advisors is not affiliated with Essex Securities.
We are frequently asked, "Who gets the check?" That depends.
We give tax advice only in those areas that directly relate to investments and financial planning. We do not provide tax advice as a stand-alone service, nor do we provide accounting services. For these services, consult a qualified tax professional.
The CFP Board of Standards, Inc. owns the CFP®, Certified Financial Planner™ and CFP (with flame logo)® marks, which it awards to individuals who successfully complete initial and ongoing certification requirements.
We are sometimes asked to provide referrals to qualified accountants and attorneys. We want you to know that we neither solicit nor accept referral fees from these professionals when we send you to them. Nor do we pay referral fees of any kind to people who refer clients to us. This helps make sure there are no hidden agendas or conflicts of interest coloring the professional referral.
There is always fine print. For your convenience, we've compiled all of ours here in plain English, displayed large enough for easy reading.
Information on this website is designed to be educational, and is not intended to solicit the purchase or sale of any security. We take great pains to ensure the accuracy of the material on our site. However, we can make no warranty of accuracy, nor do we assume any liability for damages resulting from use of the information contained herein.
We provide advisory services and/or securities brokerage only for clients who live in states where we are licensed to engage in these activities. We currently are licensed in our home state of Massachusetts, as well as Connecticut, Missouri, New Hampshire, New York, Pennsylvania, and Rhode Island. Check with us often, as we expect the list to grow. The book is for everyone, regardless of where you live.
Our clients interface with several entities. Securities are offered through Essex Securities, a registered broker/dealer, member FINRA/SIPC. Advisory services are offered through Global Investment Advisors, 168 Centre Street, Danvers, MA 01923. (800) 377-7964. Insurance products are provided through independent brokerage agreements. Aspire Financial Advisors is not affiliated with Essex Securities.
We are frequently asked, "Who gets the check?" That depends.
- For seminars and other speaking engagements, sponsoring institutions should make checks payable to Aspire Financial Advisors.
- All checks for financial services are payable as follows: Retail clients should make their checks for the retainer payable to Global Investment Advisors. Investment checks for brokerage accounts are payable to Pershing. Certain investments not held in a brokerage account will require the check to be payable to the investment sponsor as indicated in the prospectus or offering memorandum.
We give tax advice only in those areas that directly relate to investments and financial planning. We do not provide tax advice as a stand-alone service, nor do we provide accounting services. For these services, consult a qualified tax professional.
The CFP Board of Standards, Inc. owns the CFP®, Certified Financial Planner™ and CFP (with flame logo)® marks, which it awards to individuals who successfully complete initial and ongoing certification requirements.
We are sometimes asked to provide referrals to qualified accountants and attorneys. We want you to know that we neither solicit nor accept referral fees from these professionals when we send you to them. Nor do we pay referral fees of any kind to people who refer clients to us. This helps make sure there are no hidden agendas or conflicts of interest coloring the professional referral.
