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Razzano Consulting, LLC

Terms of Use &
Regulatory Disclosures.

Last Updated / Effective: January 31, 2026

This website is owned and operated by Razzano Consulting, LLC (“Razzano Consulting,” “we,” “us,” or “our”). By accessing this website, you agree to these Terms of Use and Regulatory Disclosures. If you do not agree, please do not use this website.

A. General Website Terms

This website is owned and operated by Razzano Consulting, LLC. By accessing this website, you agree to these Terms of Use and Regulatory Disclosures. If you do not agree, please do not use this website.

B. No Client Relationship; No Personalized Advice

The information on this website is for general informational purposes only. Nothing on this website should be construed as personalized investment advice, tax advice, accounting advice, or legal advice. We enter into an adviser-client relationship only after (i) we determine the engagement is appropriate, (ii) required disclosures are provided, and (iii) a written agreement has been executed.

C. RIA Regulatory Status; Jurisdictional Disclaimer

Investment advisory services are offered through Razzano Consulting, LLC doing business as Razzano Investment Management (“RIM”), a registered investment adviser. RIM only transacts business in states where it is properly registered, notice-filed, excluded, or exempt from registration. Accordingly, this website is not intended as a solicitation to provide investment advisory services in any jurisdiction where registration is required and has not been obtained.

You may obtain additional information about RIM and its services, including a copy of its Form ADV Part 2A (firm brochure) and Part 2B (brochure supplement), on the SEC’s Investment Adviser Public Disclosure website at adviserinfo.sec.gov (CRD #152666).

Registration as an investment adviser does not imply a certain level of skill or training.

D. Insurance and Annuity Products

Insurance and annuity products are offered in a separate, non-advisory capacity only where properly licensed. Razzano Consulting/RIM offers fixed and fixed indexed insurance and annuity products only. Variable insurance products and variable annuities are not offered. Fixed and fixed indexed insurance and annuity products may be offered on a commission basis. You are under no obligation to purchase insurance or annuity products through any supervised person of Razzano Consulting/RIM and may use the insurance agent or provider of your choosing.

E. Testimonials, Endorsements, and Reviews

Testimonials, endorsements, and reviews (including statements on third-party sites such as Google) may not be representative of the experience of all clients and are not a guarantee of future performance or success. Unless we expressly state otherwise on the specific testimonial/review, (i) no compensation was provided in exchange for the testimonial/review, and (ii) the reviewer may not be a current client.

If we use a paid endorsement or testimonial, we will provide the additional disclosures required under applicable investment adviser advertising rules, including the fact and nature of compensation and any material conflicts of interest.

F. Performance Information

Any performance information shown on this website (if any) is provided for informational purposes only. Performance results are not guaranteed, may not reflect the deduction of advisory fees, and may be affected by market and economic conditions. Past performance is not indicative of future results.

G. Social Media

Razzano Consulting/RIM may maintain social media pages. Content on social media is for general information only. Likes, shares, follows, or comments should not be construed as an endorsement of Razzano Consulting/RIM or its personnel. We do not control third-party content and are not responsible for the accuracy of content posted by others.

H. Email and Electronic Communications

Electronic communications may be subject to interception, loss, or unauthorized access. While we maintain safeguards, no method of transmitting information over the internet is completely secure. If you need to send sensitive information, please contact us to discuss secure delivery options.

I. Privacy

For information about how we collect, use, and protect information collected through this website, please see our Website Privacy Policy. Advisory clients also receive a separate Client Privacy Notice describing how we handle nonpublic personal information in connection with advisory services.

These Terms of Use and Regulatory Disclosures apply to lakewoodranchtaxadvisors.com, razzanoconsulting.com, and anthonyrazzano.com (collectively, the websites of Razzano Consulting, LLC). Effective Date: January 31, 2026.

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anthony@razzanoconsulting.com

941-827-4646

Lakewood Ranch, Florida

Anthony Razzano

Lakewood Ranch Tax Advisors is a d/b/a of Razzano Consulting, LLC. Investment advisory services are offered through Razzano Consulting, LLC d/b/a Razzano Investment Management (CRD #152666) (the “RIA”). RIM is a registered investment adviser. RIM only transacts business in states where it is properly registered, notice-filed, excluded, or exempt from registration. Registration as an investment adviser does not imply a certain level of skill or training. You may obtain additional information about RIM and its services, including a copy of Form ADV Part 2A and Part 2B, at adviserinfo.sec.gov (CRD #152666).

Tax advisory services are subject to IRS Circular 230 professional standards. Fixed and fixed indexed insurance and annuity products only — variable insurance products and variable annuities are not offered. This website is for general informational purposes only. Nothing herein constitutes investment, tax, legal, or insurance advice, nor does use of this site establish a client or advisory relationship. Past results are not indicative of future outcomes.

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