Disclosures
Terms of Use
Please read these terms and conditions of use (“Terms”) carefully before using the
website or any of the information or services provided by {{Firm Name}} in
connection with the Website. By using the Website, you acknowledge that you have
read and understood these Terms and accept to be legally bound by them. If you do
not accept and agree to these Terms, you are not an authorized user of the Website
or any of the information or services provided by {{Firm Name}} in connection
with the Website and should promptly terminate all use thereof. The terms “you”
and “your” mean you and any entity you may represent in connection with the use
of the Website. You may use your browser to download or print a copy of these
Terms for your records.
{{Firm Name}} reserves the right to change, modify, add or remove portions of
these Terms at any time for any reason. We suggest that you review these Terms

periodically for changes. Such changes shall be ef ective immediately upon
posting. You acknowledge that by accessing our Website after we have posted
changes to these Terms, you are agreeing to these Terms as modified.
These Terms were last updated on {{Date}}.
This website and information provided are for marketing, guidance and
information purposes only.
Websites such as this are not impartial and are provided in connection with
advertising and marketing of the services of ered by {{Firm Name}}.
Important
{{Advisor}} does business as {{Firm Name}} and of ers Investment Advisory
Services through Brookwood Investment Group LLC. {{Firm Name}} is a
separately owned entity and independent of Brookwood Private Wealth, LLC.
Brookwood Investment Group LLC, 3930 E. Ray Road, Suite 155, Phoenix, AZ
85044 (“Brookwood”) an investment adviser registered with the Securities and
Exchange Commission (“SEC”). Registration with the SEC should not be
construed to imply that the SEC has approved or endorsed qualifications or the
services Brookwood of ers, or that its personnel possess a particular level of skill,
expertise or training. Additional information pertaining to {{Advisor}} and/or
Brookwood’s registration status, its business operations, services, fees and its
current written disclosure statement is available on the SEC’s Investment Adviser
public website at https://www.adviserinfo.sec.gov/.

{{Advisor}}Insurance Products are of ered through
__________________________
___________________ does not attempt to furnish personalized investment advice
or services through this website. Nothing on this website should be construed as
personalized investment, legal, tax or insurance advice and any information
contained herein should not be considered as a recommendation for any specific
investment product, strategy, plan feature or other purposes. We are not suggesting

that the recipient or any other person take a specific course of action or any action
at all.
This website is limited to the dissemination of general information pertaining to the
advisory services of ered solely to gain an understanding of our services so that
you may contact us for further information. Photos and images on this Website are
not of past or present clients of ___________________. These photos should not
be construed as an endorsement of ___________________ by any client.
You must be aware that dif erent types of investments involve varying degrees of
risk, and there can be no assurance that the future performance of any specific
investment or investment strategy including those undertaken by us will be
profitable or equal any historical performance level(s).
Prior to making any investment or financial decisions, an investor should seek
individualized advice from a qualified professional that takes into account all of
the particular facts and circumstances of an investor’s personal situation.
Current Clients
If you are a current Client it is important to remember that it is your responsibility
to notify us, in writing, if there are any changes in your personal/financial situation
or investment objectives for the purpose of reviewing/evaluating/revising our
previous recommendations and/or services, if you would like to impose, add, or
modify any reasonable restrictions to our investment advisory services.
Risk Disclosure
You must be aware that dif erent types of investments involve varying degrees of
risk, and there can be no assurance that the future performance of any specific
investment or investment strategy including those undertaken by us will be
profitable or equal any historical performance level(s). Information regarding
investment services are provided solely to gain an understanding of our investment
philosophy and our strategies and should not be construed as personalized
investment advice.

Conflicts of Interest
____________ is a licensed insurance agent in the State of _________, License
No. __________. As a licensed Insurance Producer, ____________ may
recommend on a fully disclosed basis the purchase of certain securities or
insurance-related products. ___________________ is compensated for the sale of
these products. The recommendation by ___________________ that a client
purchase a commission-based product presents a conflict of interest, as the receipt
of commission may provide an incentive to recommend products based on
commissions received rather than on a particular client’s need. It is important to
review your advisor’s Brochure Supplement to be aware if any such conflicts exist.
No client is under any obligation to purchase any commission-based products
of ered through ___________________. Clients are reminded that they may
purchase insurance-related products recommended by ___________________
through other, non-af iliated representatives and/or companies.
Links to Third-Party Content
This Website may contain additional investment-related information, Market data,
articles and other content based on generally available information believed to be
reliable. The website may contain links to articles or other information that are
contained on a third party website. ___________________ does not endorse or
accept responsibility for the content, or the use of the website. All such information
is provided solely for convenience purposes only and all users thereof should be
guided accordingly. ___________________ assumes no liability for any
inaccuracies, errors or omissions in or from any data or other information
provided on the pages. Accordingly, the publication of this website on the Internet
should not be construed by any consumer and/or prospective client as a
solicitation to ef ect, or attempt to ef ect transactions in securities, or the rendering
of personalized investment advice for compensation, over the Internet.
Social media
While we may have an established presence on one or more social media pages,
We are not af iliated with Facebook, LinkedIn, Twitter, Youtube, Google+,
Instagram or any other social media site. It is up to you to read and understand the
privacy policies and terms of service for each social media site you participate in.

We do not expressly or implicitly adopt or endorse any of the expressions, opinions
or content posted by any third parties on social media sites. We have no control
over how the social media sites or other third parties will use the information you
share. We do not control, serve, adopt or endorse any content that may be
published on any social media site. No part of any social media site is intended to
make a recommendation or state a testimonial for or about a security, service or
product, or to provide investment, tax or any other advice.
No client was compensated to follow any social media page or connect with us.
The appearance of those people that have chosen to follow or like our social media
pages or connect with us does not constitute a testimonial for endorsement of
___________________ or any of our services. It is not known whether such
individuals approve or disapprove of our services. It’s also important to note that
specific financial questions on account information can’t be posted, by a client or
an advisor. Due to industry regulations, please do not post any comments on social
media pages. The entire content of social media sites that we participate in,
including third party posts, is archived to comply with securities regulations. We do
not provide customer service or enable financial transactions through any social
media site. Should any client of the firm have questions or concerns that are
specific to their account(s), please contact our of ice directly. You should never
post personal, account or transaction information anywhere on any social media
site. As convenient as it is to message people within social media, we will not be
able to return messages within those social media channels. We will respond, but
will do so from our business email account.
We appreciate the time you took to learn how to connect with us online, and we
look forward to providing you with interesting industry content.