Disclosure Information

Planned Solutions, Inc. ("PSI") is an SEC registered investment advisor located in Folsom, California. PSI and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC registered advisors by those states in which PSI maintains clients. PSI may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. A copy of PSI’s current written disclosure statement (Form ADV-Part 2) discussing PSI’s business operations, services, and fees is available from PSI upon written request.

Nothing on the PSI website should be construed as a solicitation or offer, or recommendation to acquire or dispose of any investment or to engage in any other transaction. PSI does not render or offer to render personalized investment advice or financial planning advice through the PSI website. PSI’s specific advice is given only within the context of our contractual agreements with each client. The PSI website is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Advice may only be rendered after the delivery of Form ADV-Part 2, the execution of an investment management agreement and/or financial planning agreement by the client and the advisor.

While PSI uses reasonable efforts to obtain information from sources which it believes to be reliable, PSI makes no representation that the information or opinions contained on the PSI website are accurate, reliable or complete. The information and opinions contained in the PSI website are provided by PSI for personal use and informational purposes only and are subject to change without notice. Nothing contained on the PSI website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision. PSI’s specific advice is given only within the context of its contractual agreements with each client.

Any links in the PSI website to other websites are not intended as referrals or endorsements, but are merely provided to the users of the PSI website for convenience and informational purposes. PSI does not endorse the content of such websites nor the products, services or other items offered through such websites.

Some of the material in PSI’s website is password-protected and access to these areas is restricted to authorized users only. The user in password-protected areas is responsible for any use of the password and for maintaining the confidentiality of the password.