Wolakota Financial Advisors-Michael Rudy EA,CFP,LMFW, Southeastern Michigan

Unless expressly stated otherwise, any tax advice contained in this communication (including any attachments), is not intended or written to be used, and cannot be used, for the purpose of

(i) avoiding penalties under the Internal Revenue Code or

(ii) promoting, marketing or recommending to another party any transaction or other matter addressed herein.

The categories of nonpublic information that we collect from you may include information about your personal finances, information about your health to the extent that it is needed for the financial planning process, information about transactions between you and third parties and information from consumer reporting agencies, e.g., credit reports. We use this information to help you meet your personal financial goals.

With your permission, we disclose limited information to attorneys, accountants, and mortgage lenders with whom you have established a relationship. You may opt out from our sharing information with these nonaffiliated third parties by notifying us at any time by telephone, mail, fax, email, or in person. With your permission, we share a limited amount of information about you with your brokerage firm in order to execute securities transactions on your behalf.

We maintain a secure office to ensure that your information is not placed at unreasonable risk. We employ a firewall barrier, secure data encryption techniques and authentication procedures in our computer environment.

We do not provide your personal information to mailing list vendors or solicitors.

We require strict confidentiality in our agreements with unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors. Federal and state securities regulators may review our Company records and your personal records as permitted by law.

Personally identifiable information about you will be maintained while you are a client, and for the required period thereafter that records are required to be maintained by federal and state securities laws. After that time, information may be destroyed.

We will notify you in advance if our privacy policy is expected to change. We are required by law to deliver this Privacy Statement to you annually, in writing.

We also comply with local law where that law imposes additional restrictions on the confidentiality and security of client information.

The firm will not solicit or accept business in any state in which it is not properly registered or otherwise qualified to conduct business by virtue of a state "de minimus" exemption. This website does not provide investment advice, nor does it constitute an offer to provide investment advice, to any individual or any other entity in any state or other jurisdiction.

Before a financial planning engagement can be offered, a copy of Form ADV, Part II, must be delivered to the client; alternately, a "brochure" containing the same material information can be provided. You may request a copy of our Form ADV Part II) by clicking on the "Contact" link above.

Wolakota, LLC does not make investment recommendations until a comprehensive review of each client's situation has been completed. This typically includes an assessment of goals and objectives, risk tolerance, knowledge of investments, and the amount of time until retirement. There are no performance guarantees expressed or implied and past performance of a security does not guarantee similar success in the future.

The material in this website is based on information that is generally available in the public marketplace and is believed to be reliable. However, it is not guaranteed as to its accuracy and does not constitute the basis for sound investment decisions. The information is of a general nature and should not be applied indiscriminately to situations wherein it may not be completely applicable.