Regulatory Disclosure

All written content on this site is for information purposes only. Opinions expressed herein are solely those of David Anderson Financial Planning and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-only financial planning and investment advisory services are offered by David Anderson Financial Planning, a Registered Investment Advisory firm in the State of Missouri. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Missouri or where otherwise legally permitted.

Privacy Policy
Your privacy is very important to us.  Thus we have a formal statement of our policy.

Form ADV Part II
As a Registered Investment Adivsory firm, we are required to provide our clients with Part II of Form ADV upon our initial engagement and to offer it to you on an annual basis