Compliance Disclosure

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Joel Kelley, Manager, Woodstone Financial, LLC. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-Only financial planning and investment advisory services are offered through Woodstone Financial, LLC, a registered investment advisory firm in the state of North Carolina. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state in which it is not properly registered or otherwise qualified to conduct business by virtue of a state "de minimus" exemption.*

*A limited number of individuals from outside the state of North Carlolina may become Woodstone clients in accordance with compliance regulations of the State of North Carolina and the respective state.

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