Dublin, OH
(614) 407-4746

DIY Financial Plan

DIY Financial Plan

This course includes over five hours of video content relating to common financial topics such as disability insurance, life insurance, property and casualty insurance, budgeting, expenses, cash positions, emergency fund, retirement, savings, education planning, investments, taxes, debt management, home purchase, car purchase, student loans, estate planning, and ongoing monitoring of one’s financial situation.

Included are hyperlinks to various suggested resources. Purposes for which clients can use these hyperlinks include but are not limited to: quotes for life, disability, and property and casualty insurance, high yield savings and investment accounts, compound interest calculator, list of physician loan providers, lender websites, comparison of lenders, student loan experts, tax information, loans, comparison of auto offers, estate planning services.

Caligiuri Financial, LLC (“Caligiuri Financial”) is a registered investment advisor offering advisory services in the States of Ohio, California, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Caligiuri Financial, LLC is not a licensed insurance agency and is independent of and a separate entity from Caligiuri Insurance, LLC. This email may contain links to affiliate websites, and Caligiuri Insurance, LLC receives a affiliate commission for any purchases made by you on the affiliate website using such links. Our affiliates include the following: Policygenius LLC.

This communication is for informational purposes only and is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This communication should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal the performance noted in this publication.

The information herein is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Caligiuri Financial, LLC (referred to as “Caligiuri Financial”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

All opinions and estimates constitute Caligiuri Financial’s judgement as of the date of this communication and are subject to change without notice. Caligiuri Financial does not warrant that the information will be free from error. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Caligiuri Financial be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided herein, even if Caligiuri Financial or a Caligiuri Financial authorized representative has been advised of the possibility of such damages. Information contained herein should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.