Disclosure & Legal
General Information
The information on this website is for informational and educational purposes only and should not be construed as personalized investment advice.
Harlig Financials provides advisory services only after entering into a written agreement and completing the required onboarding and suitability process.
Registration and Jurisdiction
Harlig Financials is registered as an Investment Adviser in the State of Florida.
We may serve clients in other states where we are properly registered, exempt from registration, or permitted under limited (“snowbird” or de minimis) exemptions.
We do not solicit clients in jurisdictions where we are not authorized to do so.
Performance Disclosure
Past performance is not indicative of future results. Investing involves risk, including possible loss of principal.
No representation or guarantee is made that any investment strategy will achieve its objectives or that any investment will be profitable.
Insurance Activities and Conflicts of Interest
Harlig Financials, LLC is a Florida licensed insurance agency, and Mendel Harlig is individually licensed as an insurance agent.
Depending on the jurisdiction and applicable carrier, appointment, and contracting arrangements, insurance business may be conducted through Harlig Financials, LLC or independently by Mendel Harlig in his individual capacity.
Insurance commissions or other compensation may be paid to Harlig Financials, LLC or directly to Mendel Harlig. This compensation creates a conflict of interest because it provides a financial incentive to recommend insurance products.
Customers are not required to purchase insurance through Harlig Financials or Mendel Harlig and may work with another insurance professional. Insurance services are separate from investment advisory services. Harlig Financials acts as a fiduciary when providing investment advisory services
Documents & Policies
Contact
Mendel Harlig, J.D., MSF | Founder
Email: mharlig@HarligFinancials.com