Effective Date: October 18, 2024

Leece FP, LLC dba Firm Footing Financial Planning

 

WEBSITE CONTENT

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Leece FP, LLC dab Firm Footing Financial Planning (“FFF”), unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. 

 

All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. The information on this site 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. The information on this site should not be relied upon for purposes of transacting in securities or other investment vehicles. 

 

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, FFF disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. FFF 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 FFF be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the information provided on this site. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.

 

REGISTRATION INFORMATION

FFF is a registered investment adviser offering advisory services in the State of Washington and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FFF in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

CONFIDENTIALITY AND SECURITY

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.

 

DISCLOSURE STATEMENT

Firm Footing Financial Planning is an Investment Adviser registered with the State of Washington. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions. Please contact us at [email protected] or (206) 801-5493 if there is any change in your financial situation, needs, goals or objectives. 

 

Our current disclosure brochure, Form ADV Part 2, is available for download on this website. The disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.