The Fine Print


RightPath Investments & Financial Planning, Inc. (RightPath) is a registered investment advisory firm with a place of business in Frisco, Colorado and is currently registered with the securities administrator for the State of Colorado. Content on this site is for informational purposes only and is believed to be reliable. Different types of investments carry varying degrees of risk. Accordingly, there can be no assurance that any specific investment will be suitable for an investor portfolio. Past performance may not be indicative of future results and investments are neither insured nor guaranteed. This site is not intended to provide investment advice, which should be obtained and implemented on an individual basis depending on your particular circumstances. Form ADV, Part II describes the business practices, services and fees of RightPath.

All personal information obtained from our clients in the course of providing financial advice is held in confidence and is not released outside this firm except as agreed upon by you or as required by applicable law.

Mountain Money Blog Disclaimer

In our blog and other content we often make mention of specific investments such as mutual funds, ETF’s and/or indexes which represent certain asset classes or sectors of the market. These references are neither to recommend nor criticize them, but as examples for the purpose of discussion. All investments carry certain risks.

Website Disclaimer

Unless otherwise stated, photographs contained in this site are © Jupiterimages Corporation. Formal portrait of Steven R. Smith by Bob Bloch Portraits, Frisco, CO. Unless otherwise stated, all text and other images contained in this site are the property of RightPath Investments & Financial Planning, Inc., all rights reserved. No portion of this document may be reproduced without written consent.

External Content Disclaimer

Throughout this RightPath Investments & Financial Planning, Inc. internet site, live links to other internet addresses can be accessed. Such external internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of RightPath Investments & Financial Planning, Inc. RightPath Investments & Financial Planning, Inc. does not endorse, approve, certify, or control these external internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by RightPath Investments & Financial Planning, Inc.

Right Path Investments Logo

Before you go...

Join our newsletter to stay in touch with the financial world and get information to help plan your retirement.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.