Important Disclosures

General website disclosure

Advisory services offered by Entrust Investment Services, Inc., a registered investment adviser in the state of Michigan and in other jurisdictions where Entrust is registered or exempt. Registration does not imply a certain level of skill or training. Insurance products may be offered through separate and unaffiliated insurance entities. This website is for informational purposes only. While Entrust may provide significant education and resources related to your tax and estate planning considerations, all ideas and plans should be verified with a qualified tax or legal professional. Entrust does not, and cannot represent you in any case with the IRS, Probate Court, or other legal authority. We assume no liability related to your taxes or legal considerations. Our software, tools, and resources are to be considered educational in nature and while useful these tools cannot be construed as advice.

Investment risk

Investing involves risk, including possible loss of principal. No portfolio strategy can guarantee income, returns, tax savings, downside protection, or preservation of principal.

Tax and legal

While Entrust may provide significant education and resources related to your tax and estate planning considerations, all ideas and plans should be verified with a qualified tax or legal professional. Entrust does not, and cannot represent you in any case with the IRS, Probate Court, or other legal authority. We assume no liability related to your taxes or legal considerations. Our software, tools, and resources are to be considered educational in nature and while useful these tools cannot be construed as advice.

Options and covered calls

Options strategies involve risk and may not be appropriate for every investor. Covered calls can limit upside participation and do not protect against all market losses.

Insurance and annuities

Insurance and annuity products are subject to contract terms, exclusions, fees, surrender charges, and the claims-paying ability of the issuing insurance company. Insurance and annuity products offered by Kyle J McCauley, LLC and Coeus Financial & Insurance Services, Inc.

Third-party references

References to Schwab, Social Security, or any third party should not be read as an endorsement, sponsorship, or guarantee unless specifically approved.