INVESTMENTS ARE NOT FDIC INSURED • ARE NOT BANK GUARANTEED • MAY LOSE VALUE

B3 Financial is the trade name used by B3 Financial LLC in offering strategic planning and educational services. For a full listing of our terms and service agreements, please email us at b3financialgroup@gmail.com. For a complete breakdown of any associated costs, please ask for they are on an individual basis.

Bookkeeping Services

B3 Financial provides professional bookkeeping, record-keeping, and financial organizational services. Our role is to categorize, reconcile, and report on the financial data provided by the Client.

• Accuracy of Information: All financial reports and records are prepared based solely on the information, documentation, and data provided by the Client. B3 Financial does not perform audit or "fact-checking" services to verify the underlying validity of individual transactions.

• Client Responsibility: The Client is responsible for the maintenance of original receipts, invoices, and supporting documentation as required by the IRS or other regulatory bodies. B3 Financial assumes no responsibility for inaccurate, incomplete, or fraudulent information provided by the Client.

Scope of Services

Our services and the content we provide are for strategic planning and educational purposes only. While our content is developed from sources believed to be accurate, the opinions expressed are for general information and should not be considered a solicitation for the purchase or sale of any security.

Financial Tips & Strategies

The tips and strategies provided by B3 Financial are of a general nature and do not take into account your specific objectives, financial situation, or unique needs. You should always consider the appropriateness of this information in the context of your own personal circumstances.

Investment & Risk Strategies

Any financial summaries provided that include investment accounts are for reporting purposes only. B3 Financial does not offer investment products, nor does it act as a fiduciary in the management of securities. Projections or "What-If" scenarios are hypothetical, do not reflect actual results, and are not guarantees of future performance.

Client Responsibility & Professional Advice

Any financial tips, educational materials, or strategies shared via our website or communications are of a general nature. They do not account for your specific objectives or financial situation. You should always consider the appropriateness of any financial strategy given your unique circumstances before implementation.

Third-Party Software & Data

B3 Financial utilizes third-party platforms (such as Intuit, QuickBooks, Double, Dext, LastPass, Google Workspace, or Financial Cents) to perform services.

• Affiliation: All trademarks remain the property of their respective owners.

• Data Security: While we use industry-standard secure platforms, B3 Financial is not liable for data breaches or service interruptions originating from these third-party software providers.

Note: We are not licensed investment advisors, attorneys, or tax professionals. Please consult with a qualified professional for guidance specific to your individual legal, investment, and tax situation.