Disclosures.
Transparency is non-negotiable in this business. The information below governs the advisory and insurance services described throughout this site. If anything raises a question, ask us directly.
Investment advisory services
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Hartman Retirement Partners are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Hartman Retirement Partners is a DBA of 2 Churros Holdings, LLC.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
Fiduciary standard & conflicts of interest
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of their investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interest.
Please refer to our firm brochure, the ADV 2A item 4, for additional information. Our Form ADV is available at adviserinfo.sec.gov.
Insurance & annuity products
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way, to securities or investment advisory products.
Fixed insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Brookstone Capital Management, LLC. Any commission on a life insurance or annuity product is paid by the issuing insurance company; there is no separate commission charge added to your premium or contract value.
Tax & legal information
This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement.
Hartman Retirement Partners does not give legal or tax advice. You are encouraged to consult your tax advisor or attorney before making decisions based on any information presented here.
Government affiliation
Hartman Andersen and Hartman Retirement Partners are not affiliated with or endorsed by the Social Security Administration or any other government agency.
Custody of assets
Client assets are held at an independent qualified custodian — Charles Schwab or Fidelity — not by Hartman Retirement Partners. We do not take custody of client funds. You receive account statements directly from the custodian and may verify your holdings independently at any time.
Questions about any of this?
We're happy to walk through our registrations, fees, and any potential conflicts of interest before you ever sign anything.