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  • About
  • Services
    • Comprehensive
      Financial Plans
    • Custom Designed Retirement Plans
    • Business
      Transition Plans
  • Team
    • Sarah Kaelberer
    • Laura Maksymkow
    • Ryan Michaelis
    • Brittany Alexander
    • Erica Anderson
    • Melanie Kriegler
    • Trish Duc
    • Jim Schiltz
  • Events
    • Skip-A-Day 2022
    • All In Charity Poker 2022
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    • Educational Videos
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You are here: Home / Accessibility Statement

Accessibility Statement

Business & Estate Advisers, Inc is committed to ensuring digital accessibility for people with disabilities. We are continually improving the user experience for everyone, and applying the relevant accessibility standards.

Measures to support accessibility

Business & Estate Advisers, Inc takes the following measures to ensure accessibility of B&E:

    • Include accessibility throughout our internal policies.

Conformance status

The Web Content Accessibility Guidelines (WCAG) defines requirements for designers and developers to improve accessibility for people with disabilities. It defines three levels of conformance: Level A, Level AA, and Level AAA. B&E isfully conformant with WCAG 2.1 level AA. Fully conformant means that the content fully conforms to the accessibility standard without any exceptions.

Feedback

We welcome your feedback on the accessibility of B&E. Please let us know if you encounter accessibility barriers on B&E:

    • Phone: 952-475-0440
    • E-mail: info@business-estate.com
    • Visitor address: 282 East Wayzata Boulevard, Wayzata, MN 55391
    • Postal address: P.O. Box 679

We try to respond to feedback within 2 days.

Assessment approach

Business & Estate Advisers, Inc assessed the accessibility of B&E by the following approaches:

    • Self-evaluation

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Phone: (952) 475-0440
Fax:(952) 475-0816

282 East Wayzata Boulevard
P.O. Box 679
Wayzata, MN 55391

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Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Financial Planning and Investment Advisory Services offered through B&E Investment Advisers, Inc., a State Registered Investment Adviser. Business & Estate Advisers, Inc. and B&E Investment Advisers, Inc. are separate entities from Valmark Securities, Inc.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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