Disclosure

All written content on this website is for informational purposes only. The opinions expressed herein are solely those of McCloskey & Associates, PA. The material presented is believed to be from reliable sources, and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor before implementation.

Fee-only financial planning and investment advisory services are offered by McCloskey & Associates, PA, a registered investment advisor in the state of Florida. The presence of this website shall not 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 Florida, or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of Florida and certain other states. McCloskey & Associates, PA is a Registered Investment Advisor Firm in the State of Florida. Before conducting any advisory work outside Florida, McCloskey & Associates, PA would become registered in that jurisdiction or qualify for an exemption or exclusion to the registration.

Disclaimer Under Circular 230

Any statements regarding tax matters made herein, including any attachments, cannot be relied upon or used by any person to avoid tax penalties and are not intended to be used or referred to in any marketing or promotional materials. To the extent the preceding correspondence and/or any attachment is a written tax advice communication, it is not a full “covered opinion.” Accordingly, this advice is not intended and cannot be used for the purpose of avoiding penalties that may be imposed by the IRS.