Disclosures
Compliance & Disclosures
Important information about our services and limitations.
Scope of services
8a Financial provides organization, reporting, and education services. We are not a bank, broker, or licensed asset manager and do not guarantee returns. Investment decisions remain your responsibility; we coordinate access to vetted licensed professionals where applicable.
No guaranteed returns
We do not promise specific returns, risk-free outcomes, or any particular yield.
Educational content
Educational materials and category descriptions are not personalized investment advice.
Licensed professionals
Where applicable, we coordinate access to vetted, externally licensed professionals (legal, tax, brokerage, insurance, real estate).
Privacy & security
Two-factor authentication, encrypted storage, signed downloads and audit logs apply to all client data.