Disclaimer

Not financial, tax, legal, insurance, or accounting advice

MilMoneyPro is an informational intake and discovery platform. It helps you organize your household financial picture and discover professionals. It does notprovide financial, investment, securities, tax, accounting, insurance, credit-repair, or legal advice; it is not a registered investment adviser under the Investment Advisers Act of 1940 or any state securities act, and it is not a broker-dealer, law firm, CPA firm, insurance producer, or credit-counseling agency. No fiduciary, attorney-client, adviser-client, or agency relationship is created by your use of the Service.

No endorsement; verify professionals independently

Listings of financial planners, tax planners, CPAs, insurance professionals, and trust and estate attorneys are provided for informational purposes only. Listing is not a recommendation, certification, referral, or endorsement, and listed professionals are independent third parties, not our agents. Before engaging a professional, verify licensure, registration, fiduciary status, fee structure, and disciplinary history through public regulators, including FINRA BrokerCheck, the SEC Investment Adviser Public Disclosure (IAPD), your state Bar, your state insurance commissioner, your state CPA board, and (in Florida) the Department of Business and Professional Regulation (DBPR).

No affiliation with the U.S. government

MilMoneyPro is not affiliated with, endorsed by, sponsored by, or approved by the U.S. Department of Defense, the Department of Veterans Affairs, the Defense Finance and Accounting Service (DFAS), the Thrift Savings Plan (TSP) or Federal Retirement Thrift Investment Board, the Internal Revenue Service, the Consumer Financial Protection Bureau, or any branch of the U.S. Armed Forces. References to military programs, ranks, benefits, and acronyms are for descriptive purposes only.

Forward-looking content; no guaranteed results

Any examples, projections, scenarios, retirement or tax estimates, and AI-generated suggestions are hypothetical and for illustration only. They are not predictions of future performance, are not personalized investment advice, and may contain errors. Investing involves risk, including loss of principal. Past performance is not indicative of future results.

Third-party links

The Service may contain links to third-party websites, content, or services. We do not control, endorse, or assume responsibility for any third-party material, and your use of third-party services is governed by their terms.

Jurisdictional limits

The Service is intended for U.S. residents. Nothing on the Service is an offer or solicitation of any product or service in any jurisdiction where such an offer or solicitation would be unlawful.

Contact

Questions about this document? Email legal@milmoneypros.com.