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Elmsford, New York
Serving the Tri-State Area

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2026 FMG Suite.

 

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment ServicesSM, Member FINRASIPC, Investment advisory services offered through Avantax Advisory ServicesSM, Insurance services offered through an Avantax affiliated insurance agency.

 

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

 

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Disclosures

Last Updated: February 28, 2026

INDEPENDENT PROFESSIONAL INVESTMENT MANAGEMENT

We are not stockbrokers, sales people or life insurance agents. We are an independent Registered Investment Advisor and professional money manager. Your actual account will be held by a major discount broker such as Charles Schwab & Co**, not us. We simply act as the advisor for your account. There are no investment decisions for you to make since the account is automatically managed according to your investment objectives and risk tolerance. Lyceum Financial Group LLC and Charles Schwab & Co are independent and unaffiliated. Securities involve risk, and there is no assurance that they will achieve their investment objectives. Past performance does not guarantee future results.

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