Neither the Charitable PayraiseTM nor the Retirement Optimization of Qualified Stock (ROQSTM) Method is intended to provide legal, tax, accounting or investment advice. We do not guarantee that The Charitable PayraiseTM strategy or the ROQSTM Method is suitable for you. You should read all available information about The Charitable PayraiseTM and the ROQSTM Method, including information about risks, fees and expenses, and you should consult with your legal and/or tax advisors, before deciding whether to adopt the strategy.

All investments involve risks and are not guaranteed. Any statements regarding investment performance expectations, risk and/or return targets do not constitute a representation or warranty that the expectations or targets will be achieved.  Projections produced through The Charitable PayraiseTM and the ROQSTM Method are subject to the information provided by you and are intended for illustrative purposes only. We are not responsible for any projection or prediction of investment values, market performance, interest rates, tax rates, or any other variables that may affect the outcome of the program.

The Charitable PayraiseTM is not affiliated with any investment or financial services firm.

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