Disclosures

GHM Wealth Partners is an independent business associated with appropriately licensed insurance professionals. Insurance products and services are offered only through appropriately licensed and appointed insurance professionals and are subject to availability, eligibility, underwriting requirements, policy terms, and applicable law.

GHM Wealth Partners and its insurance professionals do not provide legal, tax, or estate-planning advice unless separately qualified and authorized to do so. Clients should consult their own independent legal and tax professionals regarding their individual circumstances.

Investment advisory and securities services, where applicable, may only be provided by appropriately licensed and registered professionals through authorized entities. An insurance license alone does not authorize an individual to provide securities or investment-advisory services.

Insurance and annuity guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company.

Financial calculators, articles, examples, illustrations, and educational materials presented on this website are for general informational and educational purposes only and should not be interpreted as individualized financial, investment, tax, or legal advice.

Product availability, features, riders, rates, and requirements vary by carrier, jurisdiction, and individual circumstances.