Clear boundaries.
Thoughtful business support.

Review draft. This disclaimer is prepared for review by appropriate legal counsel before public launch. It is not a statement of legal approval.

Professional-services disclaimer

Consilium Plus is a business consulting and advisory firm. It is not a CPA or accounting firm, law firm, investment adviser, financial institution, retirement-plan provider, or benefits/wellness provider. Specific legal, tax, accounting, investment, financial-planning, fiduciary, and other regulated services are provided by appropriately licensed or qualified professionals where applicable. Information provided by Consilium Plus is general educational and informational material, not individualized regulated advice.

Business consulting and general education

We help frame business questions, explain general concepts, identify resources, and coordinate onboarding and implementation within an agreed scope. Website materials are general information. They do not assess your individual legal obligations, tax eligibility, investment suitability, accounting treatment, or financial-planning needs.

Retirement plans and employee benefits

Plan design, administration, compliance, and fiduciary responsibilities depend on the applicable law, plan documents, and written agreements. Education or coordination by Consilium Plus does not transfer an employer’s responsibilities or make Consilium Plus the plan administrator, investment adviser, or fiduciary. Confirm the role of each party with the appropriate provider and qualified professionals.

External resources and changing information

We link to outside resources to help you find further information. Those organizations control their content and services. Requirements, deadlines, programs, fees, and tax rules change. Check current authoritative guidance before acting; a link is not a guarantee of accuracy or a determination that a program fits your circumstances.

Engagements and results

A website visit or inquiry does not establish an engagement. Services, responsibilities, availability, fees, and any relevant third-party arrangements are discussed and documented separately. No particular business outcome, financing approval, tax saving, investment result, or compliance outcome is guaranteed.

Questions about scope

Start with a conversation about the help you need. We can clarify what falls within our role and where an appropriately licensed professional should be involved.