At Successful Portfolios, we earn your trust from day one.

If you’re not completely satisfied with our service within the first 30 days, you may cancel and we will:

• Refund 100% of the advisory fees you paid during that period

• Process your cancellation promptly

• Impose no termination charges

Guarantee applies to advisory fees only. Brokerage or custodial fees charged by third-party custodians are not included. This guarantee does not promise any investment result.