Estate and Insurance Planning Disclosure
Estate planning and insurance planning services are provided by Exponent Estate and Insurance Inc., a separate and independent company owned and operated by John Vachon. Exponent Estate and Insurance Inc. is not affiliated with, controlled by, or owned by Exponent Investment Management Inc. Exponent Investment Management Inc. does not receive any compensation, referral fees, or other financial benefit from services provided by Exponent Estate and Insurance Inc., and holds no ownership or financial interest in that company. Clients are under no obligation to engage Exponent Estate and Insurance Inc. for estate planning or insurance services and are free to work with any professional advisor of their choosing.
