Disclosures & Terms of Use
Pursuit Planning and Investments, LLC offers advisory services through XYPN Sapphire, an SEC- Registered Investment Adviser.
The information on this site is educational and is not intended as specific financial, tax, accounting, or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your financial, legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.
The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk. Under no circumstances shall XYPN Sapphire be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if XYPN Sapphire or an XYPN Sapphire authorized representative has been advised of the possibility of such damages.
For access to XYPN Sapphire’s Form CRS, Form ADV, privacy policy, and other disclosures please visit:
https://xypnsapphire.com/disclosures
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The professionals at Pursuit Planning and Investments, LLC, are neither attorneys nor licensed tax professionals. We strongly recommend that clients consult with a qualified attorney for estate matters and with a qualified tax professional before initiating any tax planning strategy.
Website Terms of Use
By accessing or using this website, you agree to the following Terms of Use. Please read these terms carefully before using this site.
1. Informational Purposes Only The content provided on this website is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. The information is not intended to provide specific financial, legal, tax, or investment advice and should not be relied upon as such. For personalized advice, please engage in an advisory relationship with this or another financial advisor.
2. No Guarantee of Results All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. No guarantees or warranties are provided regarding the accuracy, completeness, or suitability of the information on this website.
3. Licensing and Jurisdiction Nathaniel D. Baim is a registered investment adviser representative of XYPN Sapphire, an SEC registered investment adviser. Advisory services are only offered to clients or prospective clients where Nathaniel D. Baim and XYPN Sapphire are properly registered or exempt from registration. This website is not intended for use by individuals or entities in jurisdictions where the representative or firm is not registered.
4. Third-Party Links This website may contain links to third-party websites. These links are provided for convenience only, and we do not endorse, control, or assume responsibility for the content, privacy policies, or practices of any third-party website. 5. Intellectual Property All materials on this website, including but not limited to text, graphics, logos, and downloadable resources, are the property of Pursuit Planning and Investments, LLC, XYPN Sapphire, or the individually specified source party and are protected by copyright, trademark, and other intellectual property laws. Any unauthorized use or reproduction is prohibited.
6. Limitations of Liability To the fullest extent permitted by law, Nathaniel D. Baim, Pursuit Planning and Investments, LLC, and XYPN Sapphire disclaim all liability for any damages arising from your use of this website, including but not limited to inaccuracies, errors, or omissions in the content.
7. Privacy Policy We respect your privacy. Please review our Privacy Policy for information on how we collect, use, and protect your personal data.
8. Amendments We reserve the right to update or modify these Terms of Use at any time without prior notice. Your continued use of this website constitutes acceptance of any such changes.
9. Contact Information If you have any questions about these Terms of Use, please contact Nathaniel D. Baim or XYPN Sapphire’s compliance officer at Compliance@XYPNSapphire.com