Balancing Act: Wealth Management Straight Talk for Women is based upon CERTIFIED FINANCIAL PLANNER™ practitioner Joslyn G. Ewart’s professional experience. It tells the stories of many women as they aim to manage their wealth, protect their style of living, and leave fear behind. With the exception of Danuta Mieloch who graciously granted permission, all names have been changed to protect privacy.
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this book will be profitable, meet or exceed any corresponding historical performance, be suitable for your individual situation or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content in this book may no longer be reflective of current opinions or positions. Entrust Financial LLC® is neither a law firm nor a certified public accounting firm and no portion of this book should be construed as legal or accounting advice.
Limit of Liability/Disclaimer of Warranty: While the author has used her best efforts in preparing this book, she makes no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaims any implied warranties of merchantability or fitness for a particular purpose. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Neither the publisher nor authors shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential or other damages.
Entrust Financial LLC (“Entrust Financial”) is a registered investment adviser located in Wayne, Pennsylvania. Entrust Financial and its representatives are in compliance with the current registration requirements imposed upon state registered investment advisers by those states in which Entrust Financial maintains clients. Entrust Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by Entrust Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
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