Goodfunds Wealth Management

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Community Investing Achiever in the Social Investment Forum 1% For Community campaign since 2002. Calvert Foundation Advisor of the Year in 2004. Learn more!

(Network Services Member)

Registration Disclosures Privacy Statement Credentials and Service Marks First Affirmative Financial Network, LLC Calvert Foundation Disclaimers

Securities and advisory services are offered through KMS Financial Services, Inc., a SEC Registered Investment Advisor, member Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation. KMS, established in 1971, is employee owned, based in the Pacific Northwest, and serves a network of over 200 investment professionals and their clients. Services and offerings are limited to individuals residing in states in which Eric A Smith is FINRA and/or SEC Registered. Goodfunds Wealth Management is the DBA name for this branch office.

State Securities Registration

This office through Eric A. Smith, is registered for securities business with residents of: CA, ID, NY, OR, WA. Likewise, fee-based advisory services are available to the residents of: CA, ID, NY, OR, WA.

If you're not a resident of one of the above states:

Because we are not currently registered in your state, we will not be able to share investment and related services information with you at this time. Should you desire information on ways in which our company may help you with your financial service interests, please feel free to contact us with your details. We may be able to refer you to a representative in your area, or we may become registered in your state, at which time we would be able to further discuss how our services may meet your needs.

Privacy Statement

This branch office complies with the KMS Privacy Statement.

Although we take extraordinary measures and incorporate multiple safeguards, nonpublic personal information cannot be guaranteed against loss, damage, or unauthorized access. To-date, there have been no known security breaches at this office. Should a breach occur, we would provide notification to all relevant parties, including any potentially affected clients.

Credentials and Service Marks

CFP^® & Certified financial Planner™ are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification and ethics requirements. Certificants must complete continuing education requirements and are held to the ongoing responsibility of upholding a fiduciary standard when providing financial planning services, putting the client’s best interests first and always.

To be entitled to use the CRPC^® and CHARTERED RETIREMENT PLANNING COUNSELOR℠ mark, professionals must successfully complete the specialized program, pass a rigorous examination, sign a code of professional ethics, complete a disclosure form attesting to their professional conduct, and meet ongoing continuing education requirements. CHARTERED RETIREMENT PLANNING COUNSELOR℠ and CRPC^® are registered service marks of the College for Financial Planning.

To be entitled to use the AAMS^® and Accredited Asset Management Specialist℠ mark, professionals must successfully complete the specialized program, pass a rigorous examination, sign a code of professional ethics, complete a disclosure form attesting to their professional conduct, and meet ongoing continuing education requirements. AAMS^® and Accredited Asset Management Specialist℠ are registered service marks of the College for Financial Planning. AAMS^® designee brochure.

The AIF^® & Accredited Investment Fiduciary^® designation is earned from the Center for Fiduciary Studies (Center), a nationally recognized training organization for fiduciaries. AIF^® designees are trained in investment fiduciary responsibility and portfolio management. The Center for Fiduciary Studies is the first full-time training and research facility for fiduciaries. The Center, associated with the University of Pittsburgh Joseph M. Katz Graduate School of Business, teaches fiduciary standards of care and investment best practices designed for trustees and investment professionals. Use of the designation in and of itself does not imply that an individual is acting as fiduciary for any particular client or relationship. The Center for Fiduciary Studies owns the marks AIF^®and AIFA^®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.

First Affirmative Financial Network, LLC

This office subscribes to First Affirmative's Professional Member Service Package. We also utilize First Affirmative's investment consulting, reporting, and administrative client services. Network members are expected to demonstrate certain standards of competence, experience, commitment, and professional conduct as described in the document “Values and Conduct of Network Members.” Click here to review additional disclosure information about Eric Smith's relationship with First Affirmative and his Advisory Board participation.

Calvert Foundation

As disclosed in offering materials, the CF Community Investment Note program and the CF Calvert Giving Fund (donor advised fund) program pay a 1/4 of one percent service fee trail to KMS who in turn pays most of it to Eric Smith for services he provides to those participating investors and philanthropists, respectively. As with any investment or donor advised program, please read Calvert Foundation's offering and program materials carefully before investing or contributing.

Disclaimers

This is neither an offer to sell nor solicitation of an offer to buy any security.
For more complete information about a fund, including risks, charges and expenses, obtain a prospectus from your securities dealer or representative and read it carefully before you invest.
Advisory services are provided upon completion of an advisory services agreement. This agreement describes services to be provided and discloses relevant fees and expenses.
Past performance is not indicative of future results. Indexes are unmanaged and do not reflect sales charges, commissions, or expenses.
There is no assurance that funds will achieve their investment objectives. Some funds invest all or a portion of their assets in foreign securities. There are additional risks to foreign investments, including political and currency risks.
This information is from sources believed to be reliable, but we cannot guarantee its accuracy.
Of course, any investment decision should be made after careful review of your individual financial situation, risk tolerance, investment objectives and time horizon.
We provide links to other sites on the Internet for your convenience in locating information or services. Those sites are maintained by independent third parties over which we exercise no control. We do not necessarily endorse or sponsor such third parties or their web sites and are not necessarily affiliated with any such third party. Accordingly, we disclaim any responsibility for the content, accuracy, and availability of and/or quality of products or services provided by or advertised on those sites.

thank you

site sponsored by Eric A. Smith, CFP^®, AIF^®
specializing exclusively in sustainable and responsible investing since 1986

Member of First Affirmative Financial Network, Social Investment Forum,
Green America Business Network, and Financial Planning Association

Securities & investment advisory services offered through KMS Financial Services, Inc. KMS is a FINRA Registered Broker/Dealer, member SIPC, and SEC Registered Investment Advisory firm. Please review our additional disclosures and disclaimers and contact information. ©2010 goodfunds.com; Eric A. Smith.