IMPORTANT DISCLOSURE INFORMATION
REGARDING THIS WEBSITE AND ITS CONTENT
GENERAL INFORMATION
Taurum Retirement Partners, LLC (referred to on this website and herein as “weâ€, “usâ€, “our,†or “Taurumâ€) is an investment advisor registered pursuant to the laws of the state of Arizona. Our principal office is located in Mesa, Arizona. Our investment advisory philosophy centers on financial planning advice and portfolio management services to help individuals and high net worth individuals achieve their wealth management and long-term financial goals.
ADVISORY REGULATIONS
Our firm and investment advisor representatives are in compliance with the current regulatory filing requirements imposed by those states where we conduct business and maintain clients. We only transact business in those states where our firm is registered or qualifies for an exemption or exclusion from registration requirements. For information about our firm’s registration status, please contact us for a list of states where we maintain registration(s). A copy of the Taurum written disclosure brochure discussing our business operations, services, and advisory fees is available upon request.
LIMITATIONS OF INFORMATION
An appropriately credentialed investment advisor representative of our firm will conduct subsequent and direct communication with prospective clients. Accordingly, prospective clients or consumers should not construe this website (or any other linked content) as a provision of personalized investment advisory recommendations or solicitation to effect or an attempt to effect transactions in securities.
PLEASE NOTE: Different types of investments involve varying degrees of risk. There can be no assurance that any specific investment strategy or vehicle referenced on this website (including those undertaken or recommended by Taurum) will be profitable or equal any historical performance level(s). PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
USER CONSENT TO TERMS AND CONDITIONS
Each prospective client and consumer agrees, as a condition precedent to access this website, to release and hold harmless Taurum, its officers, directors, owners, employees, and agents from all adverse consequences resulting from any action or omission that is independent of the receipt of personalized individual advice from our firm.
