Regulatory Disclosure:
 

      Just Plans, Etc., A California Corporation ("Just Plans") is a California registered investment advisory firm.  The Advisor does not render, nor offer to render, through this web site, personalized investment or financial planning advice.  The site is intended to be used for the dissemination of general information about the advisor's services, to provide links to other individuals and firms whose services and products may be of interest to you, and to provide an opportunity by which a prospective client may contact Just Plans.

     Personal advice is available after the following conditions have been met:
          (1) Delivery of Just Plans' Disclosure Statement (form ADV Part 2);
          (2) An initial appointment held during which information will be ex-
                changed so both parties can determine whether a relationship is feasible;
          (3) Execution by the client and Just Plans of an Investment Advisory Agreement.

Just plans may transact business only in states where it is registered, or where it is exempted or excluded from registration.  Just Plans must also be registered, exempted or excluded from registration in any state in which it responds to persons in that state to effect or attempt to effect securities transactions.

 

 
 
 

 

 
  Additional Disclaimers:

     The information available on this web site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is based on data gathered from what the Advisor believes are reliable sources.  It is not guaranteed as to accuracy, does not purport to be complete, and is not intended for use as the primary basis for investment decisions.  It should not be construed as advice meeting the particular investment needs of any investor.

     If we identify a specific investment on this website it is assumed that the reader would use said investment on a long-term basis (3-5 years) and only after consulting with their investment advisor to determine objectives and their tolerance for market volatility.  With respect to any specific investment, there can be no assurance that it will perform in the manner suggested.

 

   


     It is quite possible persons associated with Just Plans hold positions in securities held by clients.  In no case are the positions large enough to influence the price of a security.  In all instances where purchases are made at the same time, client orders are filled before those of any associated persons.

     Just Plans does not warrant (expressed or implied) the accuracy, completeness, or results obtained from any information posted on this or any "linked" web site.

 
             

Just Plans Etc., 1399 Ygnacio Valley Rd., Ste. #24, Walnut Creek, CA 94598          Tel:  925.988.0330     Contact Us
 

 

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