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Disclosure and Other Legal Terms


This website is for informational purposes only and does not constitute a complete description of our investment advisory services. No information contained on this website constitutes tax, legal, insurance or investment advice.

This website should not be considered a solicitation, offer or recommendation for the purchase or sale of any securities or other financial products and services discussed herein. 

Simply Steward, LLC only conducts business in jurisdictions where licensed, registered, or where an applicable registration exemption or exclusion exists. Information contained on this website is not intended for persons in any jurisdiction where such distribution or use would be contrary to the laws or regulations of that jurisdiction.

Web Visitor Privacy and Protection of Personal Information

Simply Steward, LLC is committed to maintaining the privacy of any nonpublic information that we obtain about you through your use of this site. Except as may otherwise be required by law, we will disclose any such information to service providers of Simply Steward, LLC (to the extent permitted by law) and to third parties only to the extent necessary or appropriate for the effective management and administration of Simply Steward, LLC. We do not sell email lists under any circumstances. 

Terms and Conditions of Use

If you do not agree with the terms and conditions of use, you should not use this website or any information contained herein. Decisions you make based on information contained on this website are your sole responsibility. You as a website visitor agree to indemnify and hold Simply Steward, LLC, its officers, directors, employees, affiliates, agents, licensors and suppliers harmless against any and all claims, losses, liability, costs and expenses arising from the use of this website.