HOLISTIC SOLUTIONS. TAILORED TO YOU.

We go far beyond just plain-vanilla topics. Instead, we view ourselves as ‘financial quarterbacks’. We are committed to investing our time and passion at the beginning of each client relationship to gain a deep understanding of your mindset, values, risk tolerance, and long-term goals.

IMPORTANT INFORMATION

Sugarwood Financial Partners, LLC is authorized and regulated as a Registered Investment Advisor. The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor’s individual circumstances and objectives.

INVESTOR RISKS

Investment, Insurance and Advisory Products and Services, and Foreign Exchange Transactions, are not FDIC insured or insured by any Federal Government Agency. Invested amounts are not a deposit, not bank guaranteed and may lose value. Investors act on their own risk. Capital markets are volatile. Past performance is no guarantee for future performance.

NO LEGAL OR TAX ADVICE

Sugarwood Financial Partners, LLC and its affiliates, partners, managers and employees are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.