Fine Print
Financial services described on this Website are provided by Will Morgenroth. Will is a registered nurse (retired) and a Certified Financial Planner professional. Will is the owner of Helios Advisory Services.
Helios Advisory Services

This site is operated by Helios Advisory Services. Helios is a financial planning company and a Registered Investment Advisory firm in Oregon and Washington.

Privacy Policy

We protect your privacy. We do not collect any personal information from our Web server. We don't like being spammed or deluged by marketing material so we won't do it to you. We do not share any prospect or client information with anyone. We will contact you only at your request. We would only release information as required by law. We will be glad to send you our full Privacy Policy on request.

Disclaimer about our Website

This Website is for information purposes only and does not constitute a complete description of our investment services or performance. The Website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding markets or other financial information, is obtained from sources which we and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of the information. Nothing on this Website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTEES, EXPRESSED OR IMPLIED, AS TO THE ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY "LINKED" WEBSITE.