Important information about Gurman Wealth Management, Inc. and the content on this website.
All information provided through this website is for general educational and informational purposes only. It is not individualized advice, a recommendation, or an offer or solicitation to buy or sell any product, and it should not be relied upon as the basis for any financial decision. Your situation is unique; please consult appropriate professionals before acting.
Gurman Wealth Management, Inc. is a financial consulting firm. Insurance and annuity products referenced on this website are offered by Jeff Gurman and other licensed insurance agents, in the states where they are licensed and appointed, and are issued by unaffiliated third-party insurance companies. Any insurance recommendation, solicitation, or statement is made by the individual licensed agent and not by Gurman Wealth Management, Inc. Product features, availability, and terms vary and are subject to the terms and conditions of each policy or contract, as well as underwriting approval and individual eligibility.
Any guarantees associated with insurance or annuity products, including guarantees of income, are backed solely by the financial strength and claims-paying ability of the issuing insurance company. They are not guaranteed by Gurman Wealth Management, Inc. or by any government agency.
Insurance is regulated on a state-by-state basis. Products and services described on this website are only available in states where the individual licensed agent is properly licensed and appointed. Nothing on this website is an offer or solicitation in any jurisdiction where the agent is not licensed.
Neither Gurman Wealth Management, Inc. nor the licensed insurance agents provide investment advice, and nothing on this website should be construed as investment advice. We may refer clients to unaffiliated investment advisers where appropriate. We also do not provide tax or legal advice; please consult your own tax advisor or attorney regarding your specific circumstances.
Any calculators, estimators, quizzes, or illustrations on this website (including the tax-free income estimator, the three-buckets illustrations, and the Comfort Calculator) are simplified educational tools. They rely on assumptions and the information you provide, produce hypothetical results, and are not predictions, guarantees, quotes, or advice. Actual results and individual circumstances will vary.
Any testimonials or client statements shown on this website reflect the individual experiences of the people quoted and are not a guarantee of future results or a promise that any other person will have a similar experience. Testimonials are used with permission.
This website may contain links to third-party websites, tools, or content that we do not control or endorse. We are not responsible for the accuracy, availability, or content of those third-party resources.
Questions about these disclosures can be directed to:
Gurman Wealth Management, Inc.
6601 Park of Commerce Blvd, Boca Raton, FL 33487
Phone: (310) 417-9040