Regulatory and Disclosure Information for Ultra Financial Partners
Investment Advisory services are offered through Claraphi Advisory Network, LLC, a registered investment advisor. We are not rendering or offering to render personalized investment advice or financial planning advice through this website. This website is limited to the dissemination of general information on Ultra Financial Partners’ services offered and provides an efficient mechanism in which a prospective client may contact the advisor. Advice can only be rendered within the context of an executed investment advisory and/or financial planning contract between the client and the advisor.
References made, and discussions of various investment solutions or offerings are for informational purposes only. Such investments may not be suitable or appropriate for all investors. Individual investment strategies and solutions will be based on individual discussions with your advisory representative.
Ultra Financial Partners maintains a principal place of business in the State of Arizona may transact business only in States in which it is registered, or in which it is excluded or exempted from registration. Ultra Financial Partners must also be registered or exempted or excluded from registration in any state in which it follows up on individualized responses to persons in that State that involve either the effecting or the attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation.
The information in this website is based on data gathered from what is believed to be reliable sources. Information throughout this site, whether stock quotes or any other statement or statements regarding market or other financial information is not guaranteed for timeliness or accuracy and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. The identification of specific securities and model portfolios is made on the assumption that the investor would participate in the investment or portfolio on a long-term basis and only after consulting with their investment advisory representative to determine their individual needs, financial position, and tolerance for risk among other things. With respect to any such identification, there can be no assurance that fund or model portfolio will in fact perform in the manner suggested.
All references that might be made to an investment or portfolio’s performance are based on historical data and one should not assume that this performance will continue in the future. Past performance is not indicative of future results. In some cases, a recommendation may include commission based insurance products. Such products will only be offered through an appropriately registered insurance broker. Claraphi Advisory Network does not offer insurance products.
This website may contain previous newsletters or articles where specific information may be dated and may no longer reflect the views, opinions and recommendations of Ultra Financial Partners. No client or prospective client should assume that any such discussion serves as a substitute for, or in place of, personalized advice from Ultra Financial Partners.
Videos provided by Ultra Financial Partners are for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of videos presented is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in this presentation is derived from sources that is believed to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.
Links to Other Websites
This site may provide links to other websites and resources. Ultra Financial Partners has no control over such websites and resources, is not responsible for their availability and does not endorse and is not responsible or liable for any content, advertising, products and other materials on or available from them. Ultra Financial Partners shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused with use of such sites or resources. Your use of such sites or resources shall be subject to the terms and conditions set forth by them. All such information is provided solely for convenience and information purposes.