Disclosure Information

To help you better understand how RWTA operates:

  • RWTA - How We Operate - detailed disclosure of who we are and how we operate.
  • MFSC ADV Part II, (1) - disclosure document filed by Multi Financial Services Corp (MFSC) with the SEC, this is frequently updated so is made available by request,  please feel free to request. This is very broad and general, see RWTA -How we operate for greater specifics.
  • Legal Disclaimer - Caveats related to this website's content and links to external third party websites.
  • Privacy Statement - We do not sell or disseminate your name. RWTA abides by the privacy policy of Multi Financial Securities Corp., the firm we affiliate with to serve as our Broker/Dealer. 
  • Web Privacy Statement  - This explains our policy regarding web privacy. RWTA abides by the web privacy policy of Multi Financial Securities Corp., the firm we affiliate with to serve as our Broker/Dealer.  
  • (1)   A paper copy is available on request.



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Legal Disclaimer

The information on this site is intended to provide general information and guidelines and is NOT intended to be construed as tax, accounting or legal advice. Since the application of the information can and will vary significantly, depending upon each person's specific circumstances, visitors are urged to consult with professional advisors before taking any action or finalizing any decisions.

Nothing herein shall be construed as an offer to buy or sell securities, such offer only being made pursuant to a prospectus to be delivered prior to making an investment decision.

PLEASE NOTE: There are links to other Web sites maintained by third parties over whom RWTA has no control.  The information being provided is strictly as a courtesy. When you link to any of the external web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. 

Investment advice is offered through Multi Financial Securities Corp. (MFSC), a Registered Investment Advisor.  Retirement Wealth & Tax Advisors advisors are Advisory Associates contracted to MFSC.  Securities are offered through Multi Financial Securities Corp., a broker-dealer, Member FINRA, SIPC.

All rights are reserved. No part of the content of this Web site may be reproduced or used without express written permission from Retirement Wealth & Tax Advisors

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