The scope of any financial planning and consulting services to be provided depends upon the specific requests and needs of the client. Warren Averett Asset Management, LLC (“Warren Averett”) does not serve as an attorney, accountant, or insurance agent. Warren Averett does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, Warren Averett’s affiliated CPA firm can provide tax preparation and accounting services per the terms and conditions of a separate engagement and fee. Please Also Note: The achievement of any designation or certification should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Warren Averett is engaged, or continues to be engaged, to provide investment advisory services.