Site Disclaimer

The scope of financial planning and consulting services depends on a client’s needs and may be adjusted per any specific request. EXOS does not serve as an attorney, accountant, or insurance agent. EXOS does not sell insurance products or prepare legal documents or tax returns. Additional services may be provided through an EXOS partner of their licensed capacity, fee structure, and set of terms and conditions.

Please contact for general questions or to request a copy of our prospectus.