Disclosures

Important scope and financial-services disclosures.

These disclosures clarify what GIRI Finance does, what it does not do, and the responsibilities retained by clients and independent providers.

01

Organizational status

GIRI Finance is the business financial education, intelligence, and capital-readiness department of GIRI Advisory Group. It is not a bank, lender, depository institution, investment firm, or licensed financial institution.

02

Services not provided

GIRI Finance does not make loans, approve financing, accept deposits, hold or transmit client funds, sell securities, provide investment advice, or provide legal, tax, accounting, audit, or fiduciary services.

03

No guarantees

GIRI Finance does not guarantee financing, approval, rates, terms, timing, profitability, business performance, or financial outcomes.

04

Independent providers

Where introductions are legally permitted, providers remain independent and control their own applications, underwriting, products, suitability decisions, rates, fees, terms, compliance, approvals, and funding decisions.

05

Professional advice

Clients should independently evaluate financial products and obtain qualified legal, tax, accounting, investment, or other professional advice when appropriate.

Move forward with financial clarity.