Disclosures

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Holton & Kosanke Wealth Management, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Holton & Kosanke Wealth Management, LLC, an Arizona registered investment advisor. Being registered as a registered investment adviser does not imply a certain level of skill or training. Holton & Kosanke Wealth Management, LLC and its advisors do not provide legal or tax advice. Insurance products are offered through Quinton Holton, III and Peter Kosanke, Jr., independent agents.


The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the states of Arizona, California, Colorado, Maryland, Nevada, Oregon, or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. All investing involves risk including loss of principal. Past performance does not guarantee future results.


Holton & Kosanke Wealth Management, LLC is not affiliated with or endorsed by the Social Security Administration or any government agency.


CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.