Disclaimer

Important Notice

1. General Information Only

The content on this website and in our communications is provided for general informational purposes only. It should not be considered as professional financial, tax, legal, or investment advice tailored to your specific circumstances.

2. No Guarantee of Results

Past performance and client testimonials do not guarantee future results. Financial planning and tax strategies involve risk, and outcomes may vary significantly based on individual circumstances, market conditions, and regulatory changes.

3. Tax Advice Limitations

Tax advice is based on current federal and state tax laws, which are subject to change. Tax situations are highly individual, and strategies that work for one person may not be appropriate for another. Always consult with qualified tax professionals for your specific situation.

4. Not Investment Advice

Unless specifically stated in a written agreement, our services do not constitute investment advice or recommendations to buy, sell, or hold any securities. We are not a registered investment advisor unless specifically disclosed in client agreements.

5. Insurance Products

Insurance product recommendations are general in nature. Specific insurance needs vary by individual circumstances. All insurance products should be carefully reviewed with licensed insurance professionals before purchase.

6. Estate Planning

Estate planning strategies discussed are general concepts. Estate planning involves complex legal and tax considerations that require consultation with qualified attorneys and tax professionals. Laws vary by state and change frequently.

7. Third-Party Information

We may reference third-party sources and websites. We do not endorse or guarantee the accuracy of third-party information and are not responsible for content on external websites.

8. Professional Licensing

Prashanth Srikanthan is an Enrolled Agent (EA) licensed to practice before the Internal Revenue Service. This license permits representation of taxpayers before the IRS for tax matters. Other services may require additional licensing or professional partnerships.

9. Regulatory Compliance

Our services comply with applicable federal and state regulations. However, financial services regulations are complex and subject to change. Clients should verify regulatory compliance for their specific situations.

10. Limitation of Liability

Worth Shield Financial Services, its employees, and affiliates shall not be liable for any direct, indirect, incidental, special, or consequential damages arising from the use of our services or reliance on information provided.

11. Client Responsibility

Clients are responsible for:

• Providing accurate and complete information
• Making independent decisions about implementing recommendations
• Seeking additional professional advice when appropriate
• Understanding the risks associated with financial strategies
• Staying informed about changes in laws and regulations

12. Updates and Changes

This disclaimer may be updated periodically to reflect changes in our services, regulations, or legal requirements. The most current version will always be available on our website.

13. Contact for Clarification

If you have questions about this disclaimer or need clarification about our services, please contact us: