Disclosure

AVID Planning (“AVID”) is a registered investment advisor offering advisory services in the
State(s) of Florida and Texas, and in other jurisdictions where exempted. Registration does not
imply a certain level of skill or training. The presence of this website on the Internet shall not be
directly or indirectly interpreted as a solicitation of investment advisory services to persons of
another jurisdiction unless otherwise permitted by statute.

Follow-up or individualized responses to consumers in a particular state by AVID in the
rendering of personalized investment advice for compensation shall not be made without first
complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are
solely those of AVID, unless otherwise specifically cited. Material presented is believed to be
from reliable sources and no representations are made by our firm as to other parties’
informational accuracy or completeness.

All information or ideas provided should be discussed in detail with an advisor, accountant or
legal counsel prior to implementation.