RETIRE HAPPY

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DISCLOSURES & FORMS

The material presented on this website is for informational purposes only. It is not intended as legal or tax advice or any other type of professional advice and should not be construed or interpreted as such. The generalized information we provide regarding tax minimization planning is not intended to and cannot be used by anyone to avoid paying federal, state, or local municipality taxes or penalties.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. The information or opinions contained in this internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular product. Such information is directed solely to those individuals who reside in the jurisdiction in which the representative is registered in the state where the consumer and/or prospective client reside.

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. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results.

Investment advisory services offered through J. Hagan Capital, Inc., an SEC Registered Investment Advisor. Insurance products offered through John Blanchard, LA Insurance License #529925.

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At certain places on our website, we may offer direct access or links to other internet websites or platforms. Any links to third-party websites are for general information purposes only and do not constitute any offer or solicitation to buy or sell any services or products of any kind. The other parties are responsible for the content on their website or platform. These sites or platforms may contain information that has been created, published, maintained, or otherwise posted by organizations or institutions independent of Matthew James Tax & Wealth Management. Matthew James Tax & Wealth Management does not endorse, approve, certify, or control these websites, nor does Matthew James Tax & Wealth Management assume responsibility for the accuracy, completeness, or timeliness of the information or tools located within those websites or platforms. Visitors to these websites should not use or rely on the information or tools contained therein until consulting with an independent financial professional. Matthew James Tax & Wealth Management does not necessarily endorse or recommend any commercial product, service, or tool described at those websites or platforms. You are encouraged to read and evaluate the privacy and security policies on the specific site you are entering. They are not intended and should not be relied upon as investment, insurance, financial, tax, or legal advice.

Please note that, by submitting your information via any form contained on matthewjames.com, you are giving Matthew James Tax & Wealth Management permission to contact you via email and/or phone call [whether or not there is a required acknowledgement section]. 

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RETIRE HAPPY

MATTHEW JAMES
TAX & WEALTH MANAGEMENT