Disclosures
Forms ADV, CRS and Fiduciary Duty
Copies of the Firm’s current Form ADV, filed with the Securities & Exchange Commission under the Investment Act of 1940, the Form CRS (Customer Relationship Summary), and Fiduciary Duty are available here:
Disclosure Information
Retirement Investment Advisors, Inc. is an SEC-registered investment adviser with its principal place of business in the State of Oklahoma. Registration of an investment adviser does not imply a certain level of skill or training.
This website is limited to the dissemination of general information pertaining to investment advisory/management services provided by Retirement Investment Advisors, Inc. The information contained herein should not be construed as personalized investment, legal, tax or insurance advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. The information in this website is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. For personalized investment advice, please contact Retirement Investment Advisors, Inc. for a complimentary consultation.
Information included on this website may include statements concerning financial market trends and/or individual stocks, and are based on current market conditions, which will fluctuate and may be superseded by subsequent market events. Historic market trends are not reliable indicators of actual future market behavior or future performance of any particular investment. The investment strategy and broad themes discussed herein may be unsuitable for prospective or current clients depending on their specific investment objectives and financial situation. Information contained in the material has been obtained from sources believed to be reliable but is not guaranteed. You should note that the materials are provided “as is” without any express or implied warranties. Past performance is not a guarantee of future results. All investments involve a degree of risk, including the risk of loss.
Third-Party Information
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by the owners of Retirement Investment Advisors, Inc. is stated or implied. Some of the information and opinions contained in this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any products.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks for CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Terms of Use
These “Terms of Use” set forth the terms and conditions that apply to your use of www.theretirementpath.com (the “website”). By using the website (other than to read this page for the first time), you agree to comply with all of the Terms of Use set forth herein. The right to use the website is personal to you and is not transferable to any other person or entity.
By using this website, you acknowledge that you have read and understand the foregoing disclaimers and release Retirement Investment Advisors, Inc. and its affiliates, members, officers, and employees from any and all liability whatsoever relating to your use of this site, any such links, or any information contained herein or in any such appearances or articles (whether accessed through such links or downloaded directly from this website).