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Advisory services offered through Square Peg Financial Advisory Services, LLC, a Registered Investment Advisor with the State of Ohio.  Square Peg Financial Advisory Services, LLC does not provide tax or legal advice.

Square Peg Financial Advisory Services, LLC offers insurance products through individuals licensed to sell insurance.  Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by Square Peg Financial Advisory Services, LLC and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Square Peg Financial Advisory Services, LLC.  Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Square Peg Financial Advisory Services, LLC.

IMPORTANT DISCLOSURES:

 Square Peg FAS Form ADV 2A (“Brochure including Privacy Policy”)

Square Peg FAS Form ADV 2B (“Brochure Supplement about Alan Ray”)

Resources

  • What is the CERTIFIED FINANCIAL PLANNER Certification?
  • CFP Board's Code of Ethics
  • Eldercare Information and Resources - National Care Planning Council
  • Central Ohio Care Planning Council

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