Disclosures
Last updated: February 2026
General Disclosure
BrightAdvisor®, LLC is a financial planning and advisory firm. BrightWealth® Corporate Solutions, LLC provides corporate benefits, HR, and business solutions. Both entities are committed to transparency and compliance with all applicable regulations.
Investment Advisory Services
Investment advisory services are offered through properly licensed and registered entities. All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results. The value of investments and the income derived from them can go down as well as up.
Insurance Products
Insurance products, including life insurance and annuities, are offered through licensed insurance agents. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Insurance products are not deposits, are not insured by the FDIC or any federal government agency, and may lose value.
IncomeForever™ Program
The IncomeForever™ program involves a combination of life insurance and annuity products. Results will vary based on individual circumstances, product selection, market conditions, and other factors. Projected returns and income illustrations are hypothetical and not guaranteed. Consult with your advisor for personalized projections.
Alternative Investments
Alternative investments, including but not limited to private equity, real estate, and digital assets (BrightCrypto™), involve a high degree of risk and are suitable only for accredited or qualified investors. These investments are generally illiquid and may not be suitable for all investors.
Tax Information
BrightWealth® and BrightAdvisor® do not provide tax or legal advice. Information regarding tax strategies is for educational purposes only. Consult with a qualified tax professional or attorney for advice specific to your situation.
Client Testimonials
Client success stories and testimonials on this website represent individual experiences and results. They are not indicative of future performance or success. Each client's situation is unique, and results will vary.
Corporate Solutions
Corporate benefits, PEO services, and HR solutions are provided through partnerships with licensed providers. Coverage, terms, and availability may vary by state and employer size. All corporate solutions are subject to underwriting and eligibility requirements.
Contact Information
For questions about these disclosures or our services:
BrightWealth® Corporate Solutions, LLC
4450 S. Rural Rd, Suite B-132
Tempe, AZ 85282
Phone: 602-497-0277