Dear Client,

In the grand tapestry of exciting emails, we know compliance disclosures typically rank somewhere between watching paint dry and observing grass in its thrilling journey towards the sun. Yet, here we are, doing our due diligence to sprinkle your inbox with the pixie dust of regulations and disclosures.

Annual Compliance Update with a Twist of Lemon (Because Why Not?):

We have attached the all-important, regulatory-mandated, compliance disclosures to this email, or if you're feeling adventurous, click here to download your very own copy. Now, we wouldn't be surprised if this isn't your first compliance disclosure rodeo. You've probably seen similar enthralling documents from other exciting entities like Fidelity and the various financial establishments that grace your portfolio.

But, here's the scoop – although these documents might make an excellent substitute for counting sheep, they are pretty important. They're packed with info that affects both your investments and our transparent relationship (yes, we just used 'investments' and 'transparent' in the same sentence).

ADV Part 2A

ADV Part 2B

CRS Form

Privacy Policy

So, grab your favorite beverage, cozy up with our annual compliance disclosures, and give them a read. Should questions arise (as they often do when deciphering the language of compliance), we are on standby. Just dial (239) 288-0977, and we’ll decode the jargon together.

In all seriousness, we appreciate your understanding as we fulfill these regulatory love letters. Your trust means the world to us, and we're here to keep everything crystal clear – so your investments can continue to grow, unburdened by the mysteries of compliance.

Stay informed, stay savvy, and as always, stay in touch.

Cheers to your financial wellbeing and our mutual distaste for boredom!

Warm regards,

James, Karla, and Karly