This material is intended to be used for educational purposes
and does not constitute a solicitation to purchase a security or investment advisory services.
Some material on this site has been researched and prepared by BSW Inner Circle and its affiliates, CEG Worldwide, LLC and AES Nation, LLC. Timothy J McNeely has retained AES Nation to conduct research and prepare informational materials for his use. Mr. McNeely is a member of CEG Roundtable and pays an annual fee for these services. Mr. McNeely is involved in these activities through The LifeStone Companies and Dental Wealth Nation.
The information provided in this book are intended to be educational in nature and not advice relative to any investment or portfolio offered. The views expressed reflect the opinion of the writer based on data available as of the date this book and is subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. This is not intended to be used as a general guide to investing, or as a source of any specific recommendation. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.
Timothy J. McNeely is an Investment Advisor Representative of Dynamic Wealth Advisors dba Lifestone Family Office. All investment advisory services are offered through Dynamic Wealth Advisors. The LifeStone Companies are not owned or legally affiliated with Dynamic Wealth Advisors and the activities conducted by Mr. McNeely under The LifeStone Companies are considered to be an outside business activity for Mr. McNeely and is separate and apart from his activities as an investment advisor representative with Dynamic Wealth Advisors. Mr. McNeely and Dynamic Wealth Advisors do not provide tax or legal advice. To the extent that this material concerns tax matters, it is not intended to be used by a taxpayer as tax advice. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. This material contains the current opinions of the writer, but not necessarily those of Dynamic Wealth Advisors.