Disclaimer
Please read these disclosures before relying on anything you find on this website.
Last updated: September 2026
General information only
The content on this website, including service pages, articles, examples, calculators and any downloadable material, is provided for general educational and informational purposes only. It reflects our understanding of tax and financial planning concepts as of the date it was written and may not reflect later changes in law, regulation or market conditions. Nothing on this site is individualized tax, legal, investment or financial advice, and nothing here should be read as a recommendation to buy, sell or hold any security, or to take or refrain from any particular action. Your circumstances are unique, and any decision should rest on advice tailored to them.
No advisor-client relationship through this website
Reading this website, submitting a contact form, subscribing to updates or scheduling an introductory consultation does not create an advisor-client relationship between you and GloryToGlory Tax Strategy & Wealth Advisory. An advisory relationship is established only when both parties sign a written engagement agreement that describes the services, fees and responsibilities involved. Until that agreement is in place, please do not send confidential information beyond what is reasonably needed to schedule a conversation, and do not act on general information from this site as though it were advice given to you personally.
Tax and legal advice
We provide tax strategy planning, which is forward-looking analysis intended to help you make informed decisions. We do not prepare or file tax returns, and we do not practice law. Tax outcomes depend on facts we may not have and on rules that change, and the IRS or a state tax authority may take a position different from the one we anticipate. You should confirm any tax strategy with a licensed CPA or enrolled agent, and any legal or estate matter with a licensed attorney, before acting. We are glad to coordinate with those professionals, and we can refer you to one if you need it.
Investment risk and no guarantees
All investing involves risk, including the possible loss of principal. Past performance, whether of a security, a strategy or a market index, does not guarantee future results. Any projections, illustrations or hypothetical examples on this site are for educational purposes, rely on assumptions that may not hold and are not predictions of what will happen in your case. We do not guarantee any particular tax outcome, level of savings, investment return or financial result. Diversification and asset allocation do not ensure a profit or protect against loss in a declining market.
Third-party links and content
This website may link to external websites, tools or resources operated by third parties, including government agencies, custodians, professional organizations and news publications. These links are provided for convenience only. We do not control, endorse or take responsibility for the content, accuracy, privacy practices or availability of third-party sites, and a link does not imply any affiliation. When you leave this site, the third party's own terms and privacy policy govern your visit.
Testimonials and endorsements
This website does not display client testimonials or endorsements. A testimonial reflects one person's experience and is never a guarantee of future performance or of any client's success.
Contact
Questions about these disclosures, requests for our Form ADV Part 2 or concerns about anything on this site can be sent to GloryToGlory Tax Strategy & Wealth Advisory at gracela989@gmail.com, by phone at (949) 742-1604 or by mail to PO Box 60970, Irvine, CA 92602. Please note that this is a mailing address only and not a walk-in office. We aim to respond to written requests within one business day and to provide disclosure documents promptly and free of charge.