Disclaimers

Attorney-Client Relationship Disclaimer

The material and statements provided throughout this web site do not create, and are not intended to create, an attorney-client relationship, and no one in this firm is agreeing to represent you in any legal matter. If you are already represented by an attorney, then no attorney or employee of this firm can speak with you nor provide legal advice to you without the consent of your attorney. Accordingly, if you are already represented by an attorney, please do not contact one of our attorneys or employees without your lawyer's consent.

Email Disclaimer

Caution - Before you proceed please note: Do not send us any confidential information. By contacting us via email or the contact information contain on this website you agree that our review of the information contained in your correspondence and any attachments will not create an attorney-client relationship or an attorney-prospective client relationship between you and our firm or any lawyer in our firm and will not prevent any lawyer in our firm from representing a party in any matter where that information is relevant, even if you submitted the information in a good faith effort to retain us, and, further, even if that information is highly confidential and could be used against you.

 

TESTIMONIALS

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Thank You from the bottom of our hearts for all you have done for us. When we realized this was a very bad investment - we did not know where to turn for help. Then we received your name. When we called you - you were so kind to us and then agreed to help us. For this we are so very grateful. The world would be a much nicer place if there were more people like the two of you in it. We will always remember all the help and kindness you have shown us. Thank you so very very much for everything.

Wayne and Judy S.

LATEST NEWS AND ARTICLES

February 27, 2026
Eighth Circuit Rejects Emergency Injunction in Advisor Departure Dispute

A federal appeals court ruled against an advisory firm seeking immediate, injunctive relief after a team of advisors left with hundreds of millions in client assets.

February 26, 2026
FINRA Bars Former Cambridge Advisor After Refusal to Cooperate With Communications Probe

A former advisor affiliated with Cambridge Investment Research has been barred from the securities industry after declining to comply with a regulatory investigation, according to the Financial Industry Regulatory Authority (FINRA).

February 25, 2026
Advisors Increase Crypto Allocations as Merrill Lynch Warns of Significant Risks

Financial advisors are placing more client assets into digital currencies, even as major firms caution investors about the asset class's volatility and speculative nature.