Estate & Retirement Strategies, LLC (“ERS”) is a state-registered investment advisor located in Arizona and conducts business as properly licensed. ERS provides comprehensive financial planning, insurance, and investment management services. Clients pay for these services through hourly fees, management fees, and/or commissions. ERS is not engaged in the practice of law or accounting.

The Millionaire Insider®, LLC (“TMI”), doing business through MillionaireSeries.com, provides general educational information, training courses, and publications on topics related to personal financial planning and other lifestyle and mindset topics. This information is for educational purposes only and is not intended to replace professional advice and is not intended as an offer to recommend any planning advice or to buy or sell any security or investment. This educational information is provided by Annette Bau and from various third-party sources (including students of MillionaireSeries.com). The students of MillionaireSeries.com pay a fee for the training courses.

Annette Bau is affiliated with Estate & Retirement Strategies, LLC, The Millionaire Insider®, and MillionaireSeries.com. She is also a financial advisor working with ERS.

ERS does not receive compensation for referrals and does not have a solicitor agreement. We recommend that you interview and consult different advisors to find the best fit for your situation.

While we recommend that you use an advisor with a fiduciary duty, the existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

The information on The Millionaire Insider® website is not a substitute for personalized investment advice from a qualified investment professional of your choosing.

Advisors who provide educational material for publication to The Millionaire Insider® may get clients or referrals from the content they share and from direct referrals. Annette Bau and ERS may refer clients to other investment advisors that they determine to be qualified providers of advisory services and who are not enrolled in The Millionaire Insider® training.

While Annette Bau and her firms do their best to refer to qualified advisors, the decision to work with any advisor is the responsibility of the individual (you) or entity who hires them. This includes an analysis of services offered, compensation platform, philosophy on planning and investing, and any other matters impacting your situation to ensure alignment with your goals and objectives. We do not monitor any aspect of your accounts, plan, or anything else relating to your account. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment-related or planning services, discussion, or content, will be profitable or suitable for your portfolio or individual situation, or prove successful. Before you invest, do your research on the advisor and product. There are no guarantees that working with an advisor will yield positive returns.

An investment advisor’s registration status, prior experience, or success should not be construed as indicating that a certain level of results or satisfaction will be achieved if that advisor is engaged, or continues to be engaged, to provide investment advisory services. Registration does not imply endorsement by securities regulators or “ERS” or “TMI”.

A copy of ERS’s current disclosure ADV discussing our advisory services and fees is available upon request by emailing support@millionaireseries.com.
Contact other advisors directly to get a copy of their ADV filings.

MillionaireSeries.com, LLC., welcomes your questions or comments.

CONTACT US
Send your questions or comments to:

MillionaireSeries.com
PO Box 13728
Tempe, AZ 85284, United States
Email Address: support@millionaireseries.com