Appointment Disclosure

Gordon Oak Financial may prepare reports that reflect an employee’s overall investment portfolio and financial position based on information provided to Gordon Oak by the employee, which Gordon Oak does not certify for accuracy or completeness. Gordon Oak does not provide attestation or compilation services and does not audit, review, or examine prospective financial information or express any opinion as to the accuracy or validity of that information.

Gordon Oak may provide tax advice to the employees. Any advice and communication to the individual employee is intended for the sole use of the addressee and is limited to the facts and circumstances actually made known to the financial planner. Certain tax matters may require the employee to consult with their tax counsel.

Any advice or communication provided by a financial planner of Gordon Oak to the employee regarding their question about their financial plan is based on the facts and circumstances provided to the financial planner by the employee and, and all advice and communication is intended for the sole use by the individual employee and no other parties. Gordon Oak does not certify the completeness or accuracy of the information provided by the employee.

Gordon Oak does not provide legal advice to the employees, and all employees should consult with their own legal advisor regarding any potential strategy, investment, financial plan, estate plan or with respect to their interest in any employee benefit or retirement plan.