Financial & Insurance Disclaimer
Last Updated: June 28, 2026
IMPORTANT: Please read this disclaimer carefully before using any information, services, or materials provided by TBE Advisory Group.
Not Investment Advice
TBE Advisory Group is a financial education and consulting firm. We are not registered investment advisors, broker-dealers, or securities professionals. Nothing on this website or communicated during consultations, workshops, or any other service constitutes investment advice, a solicitation to buy or sell securities, or a recommendation of any specific financial product or strategy.
Educational Purpose Only
All information, content, workshops, and consulting services provided by TBE Advisory Group are intended for general educational and informational purposes only. The information is not a substitute for professional financial, legal, or tax advice tailored to your individual circumstances. You should consult a licensed professional before making any financial decisions.
Insurance Information
Any discussion of life insurance, annuities, or other insurance products provided through TBE Advisory Group is for general educational purposes only. TBE Advisory Group does not sell, solicit, or negotiate insurance products. All insurance products are handled exclusively by independent, licensed insurance agents. Each independent agent is solely responsible for their own licensing, compliance, and product recommendations in accordance with applicable state laws and regulations. Insurance products are subject to terms, conditions, exclusions, and availability that vary by carrier and state. Clients should consult directly with a licensed independent agent for specific insurance guidance.
No Guarantee of Results
Past results discussed in testimonials, case studies, or examples do not guarantee future outcomes. Financial results vary based on individual circumstances, market conditions, and personal financial decisions. TBE Advisory Group makes no representations or warranties regarding specific financial outcomes.
Client Responsibility
All financial decisions are the sole responsibility of the client. TBE Advisory Group provides education and guidance to help clients make more informed decisions, but the ultimate decision and responsibility for any financial action rests entirely with the individual or organization.
Subsidiary Disclosure
TBE Advisory Group is a subsidiary of The Burrellz Enterprise. This disclaimer applies to all services, content, and communications provided under the TBE Advisory Group name.
Questions
If you have questions about this disclaimer, please contact us at [email protected] or visit our Contact page.