Our Process to Serving Clients

Our Process to Serving Clients

Learn about our process to serving clients, designed to provide comprehensive financial guidance and support at every stage of their journey.

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🛑 DISCLAIMER The information contained in this video and the related presentation is provided by Daniel Rondberg and is offered for educational and informational purposes only. Nothing in this video should be interpreted or construed as legal, regulatory, insurance, tax, or financial planning advice or as an offer to perform services related to any of these fields in any respect. The content of this video contains general information and may not reflect current legal, tax, insurance or regulatory developments or information and is not guaranteed to be correct, complete or current. Daniel Rondberg makes no warranty, expressed or implied, as to the accuracy or reliability of this information or the information contained in any referenced website. Viewers of this video presentation should not act or refrain from acting on the basis of any information included in the video without seeking appropriate legal or other relevant advice related to the particular facts and circumstances at issue from an attorney or other advisor duly and properly licensed in the recipient’s state of residence. Daniel Rondberg expressly disclaims all liability with respect to actions taken or not taken by the viewer based on any or all of the information or other contents of this video. Any information sent to Daniel Rondberg via Internet e-mail or through any referenced web site is not secure and is done so on a non-confidential basis. Should the viewer of this video seek a referral to any service provider, the person to whom such referral is made is solely responsible for assessing the knowledge, skill or capabilities of such provider and neither the presenter nor Daniel Rondberg is responsible for the quality, integrity, performance or any other aspect of any services ultimately provided by such provider or any damages, consequential or incidental, arising from the use of such provider. No Representations This video may contain technical or other errors. Daniel Rondberg does not guarantee its accuracy or completeness or suitability. IN NO EVENT SHALL DANIEL RONDBERG BE LIABLE FOR ANY SPECIAL, INDIRECT OR CONSEQUENTIAL DAMAGES RELATING TO THIS MATERIAL, FOR ANY USE OF THIS MATERIAL, OR FOR ANY REFERENCED WEBSITE. Daniel Rondberg takes no responsibility and makes no warranty whatsoever for the content or information contained on sites or sources of information referenced in the video. All such materials are provided on this video solely for the convenience of users and do not represent any endorsement, advertisement or sponsorship of linked sites or any products or services offered. When I use the word guaranteed it is always and only in reference to the contractual guarantee provided by insurnace companies outlines in their policies. It is subject to the strength and claims paying ability of the company. I do not endorse any one specific company or product. I am not making claims or recommendations. Please visit with your insurnace agent for specific explanations of certain insurance products.