Whisper Financial LLC (“Whisper Financial LLC”) is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
Whisper Financial LLC, its owners, officers, directors, employees, subsidiaries, service providers, content providers, and any third-party affiliates do not offer the sale of securities or other investments.
This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon for purposes of transacting in securities or other investment vehicles. The appropriate professionals should be consulted on all legal and accounting matters prior to or in conjunction with implementation of any strategy. Use prospectus for any discussions about securities.
The financial planning software uses only a few asset classes. The default return and volatility assumptions of the asset classes are estimated based on the historical return data of indices, which serve as proxies for their respective asset classes. They are not returns of actual investments.
The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Whisper Financial LLC (referred to as “Whisper Financial LLC”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
Data provided by you for your assets, liabilities, goals, accounts, and other assumptions are key inputs for the calculations herein. The information should be reviewed periodically and updated whenever there is a change in information or circumstances.
All opinions and estimates constitute Whisper Financial LLC’s judgement as of the date of this communication and are subject to change without notice. Whisper Financial LLC does not warrant that the information will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Whisper Financial LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided herein, even if Whisper Financial LLC or a Whisper Financial LLC authorized representative has been advised of the possibility of such damages. Information contained herein should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.