Modern Wealth Planning LLC, doing business as Layari Financial, is a registered investment adviser in the State of California. Advisory services are offered exclusively to clients or prospective clients in jurisdictions where Layari Financial and its representatives are properly licensed or exempt from licensing requirements. Registration as an investment adviser does not imply any specific level of skill or training.

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The presence of this website should not be interpreted as a solicitation of investment advisory services in any jurisdiction unless permitted by law. Any follow-up or individualized responses to consumers in a particular state involving personalized investment advice for compensation will be made only after complying with jurisdictional requirements or under an applicable state exemption.

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All content on this website is intended solely for informational purposes and should not be construed as investment, tax, legal, or other professional advice. Opinions expressed herein are solely those of Layari Financial unless otherwise noted. While we believe the information presented is from reliable sources, Layari Financial makes no guarantees regarding the accuracy or completeness of information provided by external sources. We recommend discussing all information or ideas provided with a qualified financial adviser, accountant, or legal counsel prior to implementation. Please note that Layari Financial is not an accounting or law firm and does not provide tax or legal advice. For any tax or estate planning recommendations, clients should seek guidance and assistance from a qualified tax professional or estate planning attorney.

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Past performance is not indicative of future results, and all investments carry risk, including the potential loss of principal.

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Professional designations and certifications listed for Layari Financial representatives do not imply any particular level of skill or training. Clients and prospective clients are encouraged to research qualifications and experience independently.