Disclosures
Relationship to Verbatim Financial and XYPN Invest
Asset Life Matching was developed by John Stoj, founder of Verbatim Financial LLC and an investment adviser representative of XYPN Invest.
John may incorporate concepts and principles described on this website into financial planning services provided through his investment advisory practice, however, Asset Life Matching is maintained as a separate educational project. Asset Life Matching is not an investment adviser, does not provide investment advice, and does not offer or sell investment products or advisory services.
There is no financial, ownership, compensation, referral, revenue-sharing, or other commercial arrangement between Asset Life Matching and XYPN Invest. XYPN Invest has not sponsored, endorsed, approved, or participated in the development of the Asset Life Matching framework or this website.
Unless expressly stated otherwise, the views and materials presented on this website are John Stoj’s own and should not be attributed to Verbatim Financial or XYPN Invest. Nothing on this website creates an advisory relationship with John Stoj, Verbatim Financial, or XYPN Invest. An advisory relationship is established only through a written client agreement with the applicable investment adviser.
Information about John Stoj’s professional background and registrations is available through the SEC’s Investment Adviser Public Disclosure.