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  • The Harwood Way
    • What is The Harwood Way?
    • Why We’re Different
    • Our Services
    • Giving Back
    • Toys for Tots 2020
  • Education
    • Halftime Webinar
    • Coronamarket Updates
    • The Harwood Book
    • In the Media
    • Radio Shows and Podcasts
    • Newsletters and Articles
    • Upcoming Events
  • Your Team
  • Contact Us
    • Office Locations
    • Schedule an Appointment
    • Careers
  • Webinar Appointment
  • Client Login
  • Form CRS
 

Legal

Form ADV Part 2A 2020-08-10

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Investment Advisory Services offered through Darwin Advisors, LLC. Insurance products and services are offered through the Darwin Insurance Group, LLC. Darwin Advisors, LLC and Darwin Insurance Group, LLC do business collectively as Harwood Financial Group, DBA. The aforementioned are affiliated companies.

Securities investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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*Pertains only to the management fees paid to the Harwood Financial Group during the first year together. The request must be made during the first anniversary year based on when accounts were established with Harwood Financial Group. Fees cannot be reimbursed from any third party, such as internal mutual fund fees, custodial fees or fees associated with annuities.

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During your review, we’ll talk about what you want to achieve and any concerns you may have about getting there. We’ll also review issues that may affect your financial security, including whether you’re:

  • Paying too much in fees.
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  • Saddled with investments or other financial products that are unsuitable for your situation.
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