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Lazarus Financial Planning is a registered investment advisor with the state of North Carolina. We are not limited to this state, as we will register with other states when our client count in any particular state meets registration requirements. We will offer individualized responses to persons in a particular state only after complying with that state's regulatory requirements, or pursuant to an applicable state “de minimis” exemption or exclusion.
This web site is for educational purposes only and the information contained herein should not be construed as an offer to provide investment advice. The information should not be construed as advice to meet the particular investment needs of any investor.
With each financial planning engagement, a copy of Form ADV, Part II, and a copy of the Privacy Policy must be delivered to the Client. You will find the Privacy Policy posted under the “Resources” tab of this web site. A copy of our Form ADV, Part II will be mailed or emailed to you prior to our Vision Meeting. You may request to have this sent to you prior to scheduling the Vision Meeting appointment
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