Disclosures & Terms
Licenses, credentials, and important disclosures about the services provided by Bryan Schurter and Bryan Schurter, Inc.
About Bryan Schurter
Bryan Schurter holds the following licenses and professional credentials:
General
All information on this website is provided for educational and informational purposes only and should not be taken as financial, tax, or legal advice. The content here is general in nature and may not apply to your specific situation. Nothing on this website creates a professional relationship between you and Bryan Schurter or Bryan Schurter, Inc.
This website is not intended or written to be used for the purpose of avoiding federal or state tax penalties. The contents of this website should not be acted upon without specific professional guidance.
Although every effort is made to ensure the accuracy of information on this site, laws and regulations are subject to change. Bryan Schurter, Inc. makes no guarantees that the content is current, complete, or error-free. Users are advised to independently verify any information with a qualified professional before making financial, tax, or legal decisions.
By reading the contents of this website, you agree not to hold Bryan Schurter or Bryan Schurter, Inc. responsible for the success or failure of any financial or tax decisions you make based on information found here.
Legal Document Preparation
Bryan Schurter is not an attorney and cannot give legal advice or represent you in court or any legal proceeding.
As a registered Legal Document Assistant (OC LDA #294), Bryan Schurter can only provide self-help services at your specific direction. Bryan Schurter, Inc. is not a law firm and cannot represent customers, select legal forms on your behalf, or provide legal advice. Services are provided at the customer's request and are not a substitute for the advice of a licensed attorney.
Because legal needs vary from individual to individual, you should seek the advice of a licensed attorney if you have any questions about selecting the appropriate forms for your situation. To find a qualified attorney, visit a State Bar of California approved Lawyer Referral Service at www.calbar.ca.gov.
Insurance
Bryan Schurter is a licensed insurance agent in the State of California (License #0E54574).
Life insurance and annuity guarantees are subject to the claims-paying ability of the issuing insurance company. Product features, benefits, costs, and availability may vary by carrier and may change without notice. Nothing on this website constitutes an offer to sell or a solicitation to purchase any insurance product.
Mortgage & Lending
Bryan Schurter is a licensed Mortgage Loan Originator (NMLS ID 1098850). This is not a commitment to lend. All loans are subject to credit approval, underwriting guidelines, and applicable state and federal regulations. Rates and terms are subject to change without notice.
Financial Consulting
Bryan Schurter is a Registered Financial Consultant (RFC) through the International Association of Registered Financial Consultants. The RFC designation is a professional credential and does not imply licensure as a Registered Investment Adviser with the SEC or any state securities regulator. Bryan Schurter, Inc. is not a registered investment advisory firm.
Information discussed on this website does not constitute investment advice. Nothing here should be construed as a recommendation to buy or sell any security or investment product. Past performance is no guarantee of future results.
Retirement Planning
Information provided about 403(b) plans, CalSTRS pensions, index annuities, and other retirement topics is intended for educational purposes only. Specific product recommendations and retirement planning strategies are provided in the context of a direct client engagement and are tailored to each individual's situation. Educational content on this website is general in nature and should not be relied upon as personalized advice.
Index annuity products are insurance products. They are not securities and are not insured by the FDIC or any federal government agency. Interest crediting and guarantees are subject to the claims-paying ability of the issuing insurance company.
Tax Preparation
Bryan Schurter is a registered tax preparer in the State of California (CTEC# A130702). Tax advice provided in a professional engagement is specific to that client and that situation. General tax information found on this website is not intended or written to be used, and cannot be used, by any person for the purpose of avoiding federal or state tax penalties.
Tax laws change frequently. While every effort is made to keep information current, Bryan Schurter, Inc. cannot guarantee that all information on this website reflects the most recent law. Consult a qualified tax professional regarding your specific circumstances.
Terms of Use
This website is provided "as is" without representations or warranties of any kind. Bryan Schurter, Inc. does not warrant that the website will be available at all times, or that the information on this website is complete, true, accurate, or non-misleading.
Bryan Schurter, Inc. will not be liable to you for any direct, indirect, special, or consequential loss arising from your use of this website or reliance on its contents. This includes, but is not limited to, loss of revenue, income, business relationships, or data. These limitations apply even if Bryan Schurter, Inc. has been advised of the potential for such loss.
By using this website, you agree that these exclusions and limitations are reasonable. You agree that you will not bring any personal claim against Bryan Schurter, Inc.'s officers, employees, agents, or representatives in connection with your use of this website. These limitations extend to all such individuals and entities.
If any provision of this disclaimer is found to be unenforceable under applicable law, that will not affect the enforceability of the other provisions.
Questions
If you have questions about any of the disclosures on this page or how they may apply to your situation, please contact Bryan Schurter directly.