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Voyant Estate & Financial Planning Report (FREE w/ Qualifying Account)

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Charity of Choice 5K Fun Run/Walk

Voyant Estate & Financial Planning Report (FREE w/ Qualifying Account)

MorningStar Portfolio Analysis Report (FREE w/ Qualifying Account)

Charity of Choice 5K Fun Run/Walk

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© 2023 Church Organizers Foundation (COF). All Rights Reserved.

Investment Adviser Public Disclosure

Advisory Agreement Form

Consulting Agreement Form

Martin Edward Lee, D.MIN.

CHURCH ORGANIZERS FOUNDATION IS A REGISTERED INVESTMENT ADVISOR (RIA) REGISTERED WITH THE STATES OF CALIFORNIA AND MICHIGAN. REGISTRATION DOES NOT IMPLY A CERTAIN LEVEL OF SKILL OR TRAINING. NONE OF THE INFORMATION PRESENTED ON THIS WEBSITE SHOULD BE CONSIDERED RECEIPT OF, OR A SUBSTITUTE FOR, PERSONALIZED INDIVIDUAL ADVICE FROM US OR YOUR CURRENT FINANCIAL ADVISOR. CHURCH ORGANIZERS FOUNDATION ONLY TRANSACTS BUSINESS IN STATES WHERE IT IS PROPERLY REGISTERED OR EXCLUDED OR EXEMPTED FROM REGISTRATION REQUIREMENTS. THERE IS RISK IN THE STOCK MARKETS AND LOSS OF PRINCIPAL IS ALWAYS A POSSIBIITY. PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. YOU SHOULD ALWAYS CONSIDER AN INVESTMENT'S OBJECTIVES, RISKS, GOALS, CHARGES, AND FEES BEFORE INVESTING. NO STRATEGY IS A GUARANTEE AGAINST LOSS.

CHURCH ORGANIZERS FOUNDATION IS REGISTERED WITH FINRA (Financial Industry Regulatory Authority) to provide trust administration services. Church Organizers Foundation is registered with the Securities Exchange Commission (SEC) in the Electronic Data, Gathering, Analysis and Retrieval (EDGAR) system to participate in the securities filing and underwriting process.

SCHWAB ADVISOR SERVICES serves independent investment advisors and includes the custody, trading and support services of Schwab. Independent investment advisors are not owned by, affiliated with or supervised by Schwab. Charles Schwab & Co., Inc. ("Schwab") is a separate but affiliated company and subsidiary of The Charles Schwab Corporation. Schwab does not provide investment planning, legal, regulatory, tax, or compliance advice. Consult professionals in these fields to address your specific circumstances.TD Ameritrade Institutional, Division of TD Ameritrade, Inc., and TD Ameritrade Clearing, Inc., members FINRA/SIPC. Brokerage services provided exclusively by TD Ameritrade, Inc. TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc., are separate but affiliated companies and subsidiaries of TD Ameritrade Holding Corporation. TD Ameritrade Holding Corporation is a wholly owned subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.

INVESTMENT PERFORMANCE DISCLOSURES

It is important that you understand the risks and limitations of using investment performance returns in making investment decisions. The performance data given represents past performance and should not be considered indicative of future results. Furthermore, fees, expenses, and other costs, including any applicable trading commissions, short-term fees, or taxes, negatively impact investments performance return. The purpose of including such fees and expenses is to illustrate the effect they have on investment returns for the time periods shown. The portfolio-level performance returns show is hypothetical, based on historic economic and market assumptions and the investment and planning assumptions selected by COF. Hypothetical performance is for illustrate purposes only and is not a guarantee of future results. Actual performance returns will vary. "Net" performance returns are calculated using the fees and expenses input by COF. "Gross" performance returns are calculated before the deduction of all fees and expenses that you have paid or would have paid in connection with COF's services. Such fees may include investment advisory fees; however, fees will vary depending on the size and complexity of the account.

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