The College Market

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Financial Planning Services Offered Through The College Market, Inc., A NY Registered Investment Advisory Firm. Alfred G. Cali Financial Planner All Securities Offered Through Obsidian Financial Group LLC Woodbury, NY 11797 Phone: 516.422.6000 Member FINRA, SIPC. Alfred G. Cali Registered Representative.

© The College Market, Inc. All rights reserved. © C.A.L.I. ADVISOR® is a service mark owned by the College Market, Inc. You may acquire the right to use the
© C.A.L.I. ADVISOR® Software Program, but you may not acquire any rights of ownership of the software or the media in which it is embodied or the service mark, © C.A.L.I. ADVISOR®. No part of this software program report may be reproduced in any form, by photostat, microfilm, xerography, or any other means or incorporated into any retrieval system. For further information, consult The College Market, Inc. License Agreement.

Disclaimer:

This software is designed to allow a financial planner to analyze the current status of a client, then demonstrate and evaluate various strategies in order to maximize the client's long-term financial goals. It is licensed with the understanding that The College Market, Inc. is not engaged in rendering legal, accounting or other professional advice and if any such advice is required, the services of a competent professional person should be obtained.

Disclosure:

This note is to confirm your responsibility for the accuracy of the financial and other personal information required to process your customized © C.A.L.I. ADVISOR® Software Program, C.A.L.I. Fund Plan I and C.A.L.I. Fund Plan II Programs. Your report will be prepared utilizing the information provided by you, the parent and student(s), in compliance with federal, state and college policies and regulation for financial aid. As we will assist in the preparation and processing of all necessary financial aid disclosure forms and all corresponding documents in a timely manner, we want to remind you that it is your responsibility to ensure that the financial information reported to the Department of Education, College Scholarship Service (College Board), colleges and universities is accurate. Therefore, we emphasize that you should carefully review all financial aid applications prior to signing and dating them.

The College Market, Inc.© is not responsible for changes in interest rates, portfolio earnings, market conditions, and/or returns shown, nor is the Report intended to predict or guarantee the actual results of an investment or insurance product. There is no guarantee of financial aid eligibility since college financial aid officers reserve the right to use estimated family contribution as a guide and may offer less than the calculated amounts.