Dan Foss, ChFC, CLU, is a licensed and experienced Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU), located in San Jose, CA. The purpose of Foss Financial Services website is to introduce Dan Foss and share his decades of training, education, and real-world experience to the public for informational purposes only. Dan’s opinions are not intended to be used or construed as specific financial planning or estate planning advice, legal advice or tax advice, for any individual or investor. No products or services shall be sold on this site. The contents of this website is not sponsored by nor paid for by any product, service, or services provider. Interested parties desiring personalized advisory services for their unique financial planning must schedule a private appointment to confidentially review their financial goals and objectives to best plan options suited to achieve their goals.
Foss Financial Services (FFS) may only transact business in those states in which it is registered and licensed. Foss Financial Services’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional financial retirement, business and estate planning-related information, publications, and links.
Accordingly, the publication of Foss Financial Services’ web site on the Internet should not be construed by any consumer and/or prospective client as FFS’ solicitation to effect, or attempt to effect any insurance product sales or the rendering of personalized financial advice for compensation, over the Internet. Any subsequent, direct communication by FFS related to advisory services with a prospective client shall be conducted by a representative that is either registered or licensed in the state where the prospective client resides.
A copy of FFS’ current written disclosure statement discussing its business operations, services, and fees is available from FFS upon written request. FFS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to FFS’ web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.