Comprehensive Financial Planning for Doctors (CFPFD), LLC is a Registered Investment Adviser offering advisory services in the State of Texas and in other jurisdictions where exempted from registration.  Registration of an Investment Adviser does not imply any level of skill or training.  As used below, the terms “we,” “our,” and “us” refer to CFPFD, whereas the terms “you” and “your” refer to you as a user of this “Website” (https://www.CFPforDoctors.com).


By using this Website, you agree to comply with all of the Terms of Use.  If you do not agree to the Terms of Use, you may not use this Website.


You acknowledge you have read and understand the Disclosures / Terms of Use and agree to release CFPFD and its representatives from all liabilities or claims relating to your use of this Website.  Under no circumstances will we be liable for any direct, indirect, special, or consequential damages, losses, expenses, or claims that result from your use of, or your inability to use, this Website, even if CFPFD or its representatives have been advised of the possibility of such damages.  We may modify the Terms of Use at any time, and any such modification will be effective immediately upon posting the modification.


Information on this Website is directed toward residents of the fifty (50) United States and District of Columbia only.  We may only transact business in those states or District of Columbia in which we are registered or exempt from registration requirements.  Any subsequent, direct communication by us with a prospective client will be conducted by a representative who is either registered or qualifies for an exemption from registration in the state or District of Columbia where the prospective client resides.


This Website is limited to the dissemination of general information related to our financial planning, investment management, and tax services, along with additional information and links.  This Website does not contain a complete description of our services.  We do not guarantee the accuracy or timeliness of any information on this Website.  Your use of the information on this Website and any links within this Website is at your sole risk.  All information contained in this Website and linked websites should be independently verified by you.


The publication of our Website on the Internet should not be considered personalized investment, financial, legal, accounting, tax, insurance, or other advice for compensation and should not be considered a solicitation to transact any security or engage in any particular investment strategy.  We recommend you consult with a qualified financial advisor, tax professional, or legal counsel prior to implementing any strategy.  The information on this Website is not intended to be used as the sole basis for financial decisions and should not be considered advice designed to meet the particular needs of an individual’s situation.  We may only provide advice after delivery of our disclosure documents and execution of an agreement between the client and us.


Historical market trends are not reliable indicators of future market behavior or future performance of any particular investment.  The investment strategies discussed may be unsuitable for prospective or current clients depending on their specific investment objective(s) and financial situation.  All investments involve varying degrees of risk, including the risk of loss of principal.


Information contained on this Website has been obtained from sources believed to be dependable but is not guaranteed.  The materials of this Website are provided “as is” without any express or implied warranties.  All expressions of opinion reflect our sole judgment as of the date published, unless otherwise specifically cited, and are subject to change without notice.


We do not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third-party, whether linked to this Website or incorporated within this Website, and therefore disclaim any responsibility for the information, services, or products of unaffiliated third parties or the information on their websites.  All such information is provided solely for convenience purposes and all users should be guided accordingly.  None of the information on this Website or links to other websites should be considered an endorsement.


Disclosure Brochure and Brochure Supplement

Additional disclosures are available in our Disclosure Brochure and Brochure Supplement