IMPORTANT NOTICE – READ CAREFULLY
THIS DISCLAIMER CONTAINS IMPORTANT INFORMATION ABOUT THE LIMITATIONS OF THE INFORMATION PROVIDED ON THIS WEBSITE. BY USING THIS WEBSITE, YOU ACKNOWLEDGE AND AGREE TO THIS DISCLAIMER.
This Disclaimer applies to all content on the Alexon Financial, LLC website at https://www.alexonfinancial.com (the “Website”). By accessing or using this Website, you agree to be bound by this Disclaimer, our Terms of Use, and our Privacy Policy.
GENERAL INFORMATION ONLY – NOT PROFESSIONAL ADVICE
All Website content is provided for general informational and educational purposes only and does not constitute professional advice, recommendations, opinions, or guidance applicable to any specific person or situation. Website content may not apply to your particular circumstances and may be or become outdated, incomplete, or inaccurate due to changes in laws, regulations, standards, market conditions, or other factors.
Professional advice requires comprehensive analysis of your specific facts, circumstances, objectives, and constraints, which cannot be provided through generic Website content. We strongly recommend consulting qualified, licensed professionals before making any financial, tax, accounting, legal, business, or investment decisions.
NO PROFESSIONAL RELATIONSHIP OR FIDUCIARY DUTY
Using this Website, reading Website content, submitting contact forms, attending webinars or presentations, or communicating with us does NOT create any professional relationship, client relationship, accountant-client relationship, advisory relationship, or fiduciary duty between you and Alexon Financial. A professional relationship is established solely through execution of a written engagement agreement signed by authorized representatives of both parties, specifying scope, deliverables, fees, and terms, and only after we complete a conflicts analysis and formally accept the engagement.
Confidentiality and Professional Obligations:
While we have professional ethical obligations regarding confidentiality of information you share with us, communications submitted through Website contact forms, email, or other channels prior to executing a written engagement agreement do not create a formal accountant-client relationship, accountant-client privilege, or legal protections that would attach to a formal professional engagement. Exercise caution when transmitting sensitive information prior to establishing a formal engagement with secure communication protocols.
No Ongoing Duty: Initial consultations or meetings assess fit and needs only. They do not establish a professional relationship or create any ongoing duty to monitor your situation, provide updates, advise you of developments, or take action on your behalf.
No Reliance: Website content is not intended for reliance in making specific decisions. Any reliance you place on Website content is strictly at your own risk.
PROFESSIONAL SERVICES AND LICENSING
Alexon Financial provides the following professional services solely pursuant to written engagement agreements:
Each engagement is governed by its written agreement, which supersedes any Website content.
Licensing: We are licensed as Certified Public Accountants in Illinois. For engagements in other states, we comply with applicable state licensing and practice requirements. To verify Illinois CPA licenses, visit the Illinois Department of Financial and Professional Regulation website or contact IDFPR directly.
SERVICES WE DO NOT PROVIDE
Securities or Insurance Sales: We do not sell, broker, or receive commissions on securities, investments, mutual funds, stocks, bonds, annuities, or insurance products.
Legal Services: We are not attorneys and do not provide legal advice, legal opinions, or legal representation. Legal questions must be directed to a licensed attorney. While we may coordinate with your attorney on tax or business matters within our professional scope, we assume no responsibility for legal matters.
FINANCIAL PLANNING AND INVESTMENT DISCLAIMER
Financial planning information is general and may not suit your specific situation, goals, risk tolerance, time horizon, or financial circumstances.
All investments involve risk, including potential loss of principal. Past performance does not predict or guarantee future results. Market conditions, economic factors, and individual circumstances vary significantly and unpredictably.
We do not provide investment advice, specific investment recommendations, securities recommendations, market timing advice, or portfolio management services through this Website.
Consult a licensed, registered investment adviser before making investment decisions.
TAX SERVICES DISCLAIMER
Tax laws are complex, highly fact-specific, and subject to frequent change through legislation, regulation, administrative guidance, and judicial decisions. Website tax content may not reflect current federal, state, or local tax law or apply to your specific facts, circumstances, or jurisdiction.
Do not rely on Website content for tax filing, compliance, reporting, or planning. Consult a qualified tax professional who can analyze your specific situation in light of current law.
IRS Circular 230 Disclosure: To comply with U.S. Treasury regulations, we inform you that any U.S. federal tax advice contained in communications from Alexon Financial (including this Website, unless covered by a separate written tax opinion engagement meeting applicable requirements) is not intended or written to be used, and cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code or for promoting, marketing, or recommending to another party any transaction or matter addressed herein.
Tax Advice Requires Complete Analysis: Proper tax advice requires comprehensive analysis of all relevant facts, applicable current law and professional standards, consideration of all reasonable alternatives and their consequences, and coordination with your overall financial and business objectives. Website content cannot and does not provide this level of analysis.
State and Local Tax: Unless specifically stated otherwise, tax content addresses U.S. federal tax law. State and local tax laws vary significantly. Illinois clients should be aware that Illinois tax law may differ materially from federal law. Consult professionals knowledgeable about the tax laws in your specific jurisdiction.
TAX SERVICES DISCLAIMER
Tax laws are complex, highly fact-specific, and subject to frequent change through legislation, regulation, administrative guidance, and judicial decisions. Website tax content may not reflect current federal, state, or local tax law or apply to your specific facts, circumstances, or jurisdiction.
Do not rely on Website content for tax filing, compliance, reporting, or planning. Consult a qualified tax professional who can analyze your specific situation in light of current law.
IRS Circular 230 Disclosure: To comply with U.S. Treasury regulations, we inform you that any U.S. federal tax advice contained in communications from Alexon Financial (including this Website, unless covered by a separate written tax opinion engagement meeting applicable requirements) is not intended or written to be used, and cannot be used by any taxpayer, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code or for promoting, marketing, or recommending to another party any transaction or matter addressed herein.
Tax Advice Requires Complete Analysis: Proper tax advice requires comprehensive analysis of all relevant facts, applicable current law and professional standards, consideration of all reasonable alternatives and their consequences, and coordination with your overall financial and business objectives. Website content cannot and does not provide this level of analysis.
State and Local Tax: Unless specifically stated otherwise, tax content addresses U.S. federal tax law. State and local tax laws vary significantly. Illinois clients should be aware that Illinois tax law may differ materially from federal law. Consult professionals knowledgeable about the tax laws in your specific jurisdiction.
ACCOUNTING SERVICES DISCLAIMER
Accounting, bookkeeping, and financial reporting information is for general educational purposes and may not apply to your specific business, industry, entity type, size, complexity, or applicable accounting standards. Proper accounting services require industry-specific knowledge, professional judgment, comprehensive analysis, and understanding of your operations, transactions, and business environment.
NO WARRANTIES OR GUARANTEES
We make no representations, warranties, or guarantees regarding:
Website content may contain errors, omissions, outdated information, or incomplete information. You use Website content entirely at your own risk and are solely responsible for verifying information before relying on it.
THIRD-PARTY INFORMATION AND LINKS
This Website may reference third-party sources or link to third-party websites for convenience or informational purposes. We do not independently verify, endorse, sponsor, control, or assume responsibility for third-party information, websites, content, accuracy, reliability, practices, or operators.
References or links do not constitute endorsement or recommendation. You use third-party websites at your sole risk. We are not liable for any damage, loss, or harm arising from your use of third-party websites or reliance on third-party information.
We encourage you to carefully review the terms, privacy policies, and disclaimers of any third-party websites before using them.
EXAMPLES, ILLUSTRATIONS, AND HYPOTHETICALS
Examples, case studies, scenarios, illustrations, hypothetical situations, and sample calculations are for educational and illustrative purposes only. They are often simplified, may omit important considerations, and are based on assumptions that may not reflect reality or apply to your situation.
Your results will differ, potentially materially, based on your unique facts, circumstances, timing, market conditions, implementation, and numerous other factors.
Examples do not constitute recommendations, predictions, or representations of typical results. Unless explicitly stated otherwise, examples do not represent actual clients or situations.
FORWARD-LOOKING STATEMENTS
Website content may include forward-looking statements about future market conditions, economic trends, legal or regulatory changes, or expected outcomes. These statements are inherently uncertain and subject to significant risks, assumptions, and limitations.
Actual events, results, and conditions may differ materially from those expressed or implied in forward-looking statements due to numerous unpredictable factors beyond anyone’s control. Do not rely on forward-looking statements as predictions or assurances of future events. We have no obligation to update forward-looking statements to reflect subsequent events or circumstances.
ERRORS AND OMISSIONS
Despite reasonable efforts to provide accurate information, errors, omissions, outdated information, or incomplete information may occur. We are not liable for errors, omissions, or consequences of relying on them.
You are solely responsible for independently verifying any information before relying on it or using it for any purpose.
If you identify an error, we encourage you to notify us, though we have no obligation to correct errors or update information.
REGULATORY AND PROFESSIONAL DISCLOSURES CPA Firm:
Alexon Financial is a certified public accounting firm licensed in Illinois, subject to professional and ethical standards.
Professional Standards: We adhere to professional standards established by the American Institute of Certified Public Accountants, Illinois Department of Financial and Professional Regulation, U.S. Treasury Department practice standards, and other applicable professional requirements governing confidentiality, competence, due care, and ethical conduct.
Professional Liability Insurance: We maintain professional liability insurance (Errors and Omissions insurance). Information regarding coverage is available upon written request for legitimate purposes.
Regulatory Oversight: Our firm and individual CPAs are subject to oversight by state regulatory authorities and federal tax practice authorities.
License Verification: To verify Illinois CPA licenses, visit the Illinois Department of Financial and Professional Regulation website or contact IDFPR directly.
LIMITATION OF LIABILITY
TO THE MAXIMUM EXTENT PERMITTED BY LAW, ALEXON FINANCIAL, LLC AND ITS OFFICERS, DIRECTORS, MEMBERS, MANAGERS, EMPLOYEES, AGENTS, AFFILIATES, SUCCESSORS, AND ASSIGNS SHALL NOT BE LIABLE FOR ANY DAMAGES, LOSSES, LIABILITIES, COSTS, OR EXPENSES ARISING FROM YOUR USE OF OR RELIANCE ON THIS WEBSITE OR WEBSITE CONTENT.
THIS INCLUDES ALL TYPES OF DAMAGES, WHETHER DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, EXEMPLARY, OR PUNITIVE, INCLUDING DAMAGES FOR LOSS OF PROFITS, REVENUE, DATA, BUSINESS, GOODWILL, TAX LIABILITIES, PENALTIES, INTEREST, LEGAL FEES, OR ANY OTHER LOSSES. THIS LIMITATION APPLIES REGARDLESS OF THE LEGAL THEORY (CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY, WARRANTY, OR OTHERWISE) AND APPLIES EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
Some jurisdictions do not permit limitation or exclusion of certain liabilities. In such jurisdictions, our liability is limited to the maximum extent permitted by law.
JURISDICTION AND APPLICABLE LAW
Website content is intended primarily for U.S. audiences and addresses U.S. federal law and generally applicable principles. If you are located outside the United States or in a specific state with unique requirements, consult professionals knowledgeable about applicable laws in your jurisdiction.
Laws, regulations, tax rules, accounting standards, and professional requirements vary significantly by jurisdiction.
CHANGES AND UPDATES
We may modify, update, remove, or discontinue Website content or this Disclaimer at any time without notice. If we make material changes to this Disclaimer, we will notify active clients.
You are solely responsible for reviewing this Disclaimer and Website content periodically to ensure it is current and applicable.
We have no obligation to maintain, update, or continue providing any Website content.
INTERPRETATION
If any provision of this Disclaimer conflicts with our Terms of Use or Privacy Policy, the Terms of Use control for matters relating to Website use and conduct, the Privacy Policy controls for matters relating to information collection and use, and this Disclaimer controls for matters relating to professional services, advice, and reliance on content.
This Disclaimer should be read in conjunction with our Terms of Use and Privacy Policy, which are incorporated by reference.
CONTACT INFORMATION
For questions about this Disclaimer, our services, or to schedule a consultation:
Alexon Financial, LLC
2300 Lehigh Ave Suite 245 Glenview, IL 60026
Phone: (773) 798-0153
Website: https://www.alexonfinancial.com
RECOMMENDATION
We strongly emphasize the critical importance of obtaining personalized professional advice from qualified, licensed professionals before making significant financial, tax, accounting, legal, or business decisions.
This Website provides general information to help you understand important concepts and identify areas where professional guidance may be beneficial, but it cannot and does not substitute for professional consultation tailored to your unique circumstances.
Contact us to schedule a consultation to discuss how we can assist you through a formal professional engagement.
BY USING THIS WEBSITE, YOU ACKNOWLEDGE THAT YOU HAVE READ THIS DISCLAIMER AND AGREE TO ITS TERMS.
