Disclosures
mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.TJ Beeman Advisory Group Inc. reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.These Terms were last updated on August 1, 2022This website and information provided are for marketing, guidance and information purposes only.
Websites such as this are not impartial and are provided in connection with advertising and marketing of the services offered by TJ Beeman Advisory Group Inc..
Important
TJ Beeman Advisory Group Inc. and Tim Beeman offer Investment advice through Redwood Private Wealth LLC, (“Redwood”) 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044. Redwood is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC
should not be construed to imply that the SEC has approved or endorsed qualifications or the services Redwood offers, or that its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to Redwood are available at https://redwoodprivatewealth.com. Additional information pertaining to Tim Beeman and/or Redwood’s registration status, its business operations, services, fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/. Redwood Private Wealth LLC and TJ Beeman Advisory Group Inc. are independent of each other.
TJ Beeman Advisory Group Inc. does not attempt to furnish personalized investment advice or services through this website. Nothing on this website should be construed as personalized investment, legal, tax
or insurance advice and any information contained herein should not be considered as a recommendation for any specific investment product, strategy, plan feature or other purposes. We are not suggesting that the recipient or any other person take a specific course of action or any action at all.
This website is limited to the dissemination of general information pertaining to the advisory services offered solely to gain an understanding of our services so that you may contact us for further information. Photos and images on this Website are not of past or present clients of TJ Beeman Advisory Group Inc.
These photos should not be construed as an endorsement of TJ Beeman Advisory Group Inc. by any client.
You must be aware that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy including those undertaken by us will be profitable or equal any historical performance level(s). Prior to making any investment or financial decisions, an investor should seek individualized advice from a qualified professional that takes into account all of the particular facts and circumstances of an investor’s personal situation.
If you are a current Client it is important to remember that it is your responsibility to notify us, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of
reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or modify any reasonable restrictions to our investment advisory services.
Risk Disclosure
You must be aware that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy including those undertaken by us will be profitable or equal any historical performance level(s). Information regarding investment services are provided solely to gain an understanding of our investment philosophy and our strategies and should not be construed as personalized investment advice.
Conflicts of Interest
Tim Beeman is a licensed insurance agent in the State of Tennessee, License No. 813377, NPN# 1087583. As a licensed Insurance Producer, Tim Beeman may recommend on a fully disclosed basis the purchase of certain securities or insurance-related products. Tim Beeman is compensated for the sale of these products. The recommendation by Tim Beeman that a client purchase a commission-based product presents a conflict of interest, as the receipt of commission may provide an incentive to recommend products based on commissions received rather than on a particular client’s need. It is important to review your advisor’s Brochure Supplement to be aware if any such conflicts exist.