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Opinions expressed herein are solely those of Barbara J Norman LLC, dba Sage Path Solutions and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.
All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Sage Path Solutions, an Investment Advisor in the States of California and Texas. Being registered as an investment adviser does not imply a certain level of skill or training.
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Charles Schwab & Co., Inc.
Barbara J Norman LLC dba Sage Path Solutions has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.
These materials have been independently produced by Barbara J Noman LLC dba Sage Path Solutions is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Barbara J Noman LLC dba Sage Path Solutions provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
Advisory services are offered through Barbara J Norman LLC dba Sage Path Solutions, a Registered Investment Advisor in the states of California and Texas.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other thanthe State of California, Texas, or where otherwise legally permitted.
Website
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Social Security
Barbara J Norman LLC, dba Sage Path Solutions is not affiliated with or endorsed by the Social Security Administration or any other government agency.
Investing
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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Barbara J Norman LLC dba Sage Path Solutions, often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. Barbara J Norman LLC dba Sage Path Solutions makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Sage Path Solutions private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Sage Path Solutions does not accept instructions regarding trading or wire transfers via email without telephone confirmation.
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The inclusion of any link is not an endorsement of any products or services by Barbara J Norman LLC dba Sage Path Solutions. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations, and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site. When you follow a link to one of these sites neither Barbara J Norman LLC dba Sage Path Solutions, nor any agency, officer, or employee of the Barbara J Norman LLC dba Sage Path Solutions warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.
Copyright And Trademarks
The content on each of the web pages at this site, including, but not limited to, content, design, and images are owned or licensed by Barbara J Norman LLC dba Sage Path Solutions, unless otherwise expressly stated. None of the content on these web pages may be copied, transmitted, displayed, distributed, modified, or stored for use in whole or in part in any manner without Barbara J Norman LLC dba Sage Path Solutions, prior written consent. We disclaim any responsibility for the unauthorized use of any trademarks, logos, or copyrighted material mentioned within these materials. The Sage Path Solutions logo are trademarks or service marks of Sage Path Solutions.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
