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Disclosures, Privacy Policy & ADV


Life Story Financial LLC (“LSF”) is a registered investment advisor offering advisory services in the State of Colorado and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.


The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Please consult with a licensed tax professional and/or attorney before implementing any tax and/or estate planning strategies.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. 

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Life Story Financial LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose.

LSF does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall LSF be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if LSF or a LSF authorized representative has been advised of the possibility of such damages.


Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.


Privacy Policy

We take protecting your data and privacy very seriously. Here is a link to the firm's privacy policy. Additionally, as of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data.

ADV & Brochures 

View Firm's Form ADV + Part 2 Brochures

Business Continuity Plan

View Firm's BCDR plan

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