Disclosures

Securities and advisory services offered through American Investors Company, member FINRA/SIPC and Registered Investment Adviser.

American Investors Company and Brad & Andrew Haupt are licensed in California (list other states, as appropriate) and may only transact business in that (those) state(s). If you do not reside in California (and other states, as appropriate), we will not attempt to transact securities for your account or provide you with personalized investment advice unless and until we are licensed in your state. For a copy of American Investors Company’s business continuity plan, go to www.americaninvestorsco.com. 

For email communication on securities related matters, contact contact@alliedtaxplanners.com

Nothing contained herein should be construed as an offer or solicitation to purchase any security. Such offer or solicitation to purchase can only be done by prospectus or appropriate offering materials. 

Allied Tax Planners may simultaneously offer other products and services to customers including, but not limited to, tax preparation and bookkeeping services, real estate and mortgage brokerage services, independent investment advisory services, and non-securities-related insurance products that are offered individually, or through other various entities, that are not affiliated with, or in any way, supervised by American Investors Company, and as such, should not be construed as constituting any part of the securities and advisory services provided by Allied Tax Planners through American Investors Company.