Canter Wealth may offer a one-time complimentary initial financial assessment per household at the sole discretion of the advisor. This offer is subject to availability and Canter Wealth reserves the right to not offer this service to anyone for any reason or to change this offer at any time without notice. You further understand that this initial financial assessment is preliminary and is merely an outline of the investment services we provide to clients of Canter Wealth. It is not meant to take the place of a financial plan or our investment advisory services and should not be relied upon as such. In order to obtain our investment advisory services and a financial plan tailored to your specific needs, you will need to be a financial planning and/or investment advisory client of Canter Wealth.