The information available through the Planwell Platform, including all tax, investment, retirement or financial services is provided solely for informational purposes on an “as is” basis at user’s sole risk. The information is not meant to be, and should not be construed as advice or used for investment purposes and the Company makes no guarantees as to the accurateness, quality, or completeness of the information and the Company shall not be responsible or liable for any errors, omissions, or inaccuracies in the information or for any user’s reliance on the information. User is solely responsible for verifying the information as being appropriate for user’s personal use, including without limitation, seeking the advice of a qualified professional regarding any specific financial questions a user may have. The Planwell Platform are not endorsed by or affiliated with FINRA or any other financial regulatory authority, agency, or association. Any calculators, spreadsheets, flow charts or other interactive features on the Planwell Platform are intended to illustrate general information and principles about finance, tax, investments and retirement and are not intended to be used to produce specific recommendations.