Disclosures

COMPLIANCE DISCLOSURE

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Ted  George, Principal, George Financial Advisors, LLC. Material presented is believed to be from reliable sources and  we make no representations as to its accuracy or completeness. All information and ideas should be discussed in  detail with your individual advisor prior to implementation.

This site provides links to other websites for the convenience of our users.  George Financial Advisors has no  control over the accuracy or content of these other websites.

IMPORTANT CONSUMER INFORMATION

George Financial Advisors and its representatives may only transact business in a particular state after licensure  or satisfying qualification requirements of that state are met, or only if they are excluded or exempted from the  state's investment adviser and its representatives requirements, as the case may be;

•   Follow-up, individualized responses to consumers in a particular state by the
    investment adviser or its representatives involve either the effecting or
    attempting to effect transactions in securities or the rendering of personalized
    investment advice for compensation, as the case may be, shall not be made
    without first complying with the state's investment adviser or investment
    adviser representative requirements, or pursuant to an applicable state
    exemption or exclusion.

•   For information concerning the licensure status or disciplinary history of a
    broker-dealer, investment adviser, or their representatives, a consumer
    should contact his or her state securities law administrator.

Fee-only financial planning and investment advisory services are offered through George Financial Advisors, a  registered investment advisory firm in the state of California.The presence of this web site on the Internet shall in  no direct or indirect way be construed or interpreted as a  solicitation to sell or offer to sell investment advisory  services to any residents of any state other than the state of  California or where otherwise legally permitted. We  are legally empowered to provide investment advisory services to residents of  California and certain other states.

PRIVACY POLICY

George Financial Advisors, LLC (“GFA”) collects non-public personal financial information about its clients from the following sources:
•   Information clients or their legal agent provide to complete their financial
    plan;
•   Information clients provide in agreements, account applications, and
    other documents completed in connection with opening and maintenance
    of accounts;
•   Information clients provide orally; and
•   Information received from third parties, such as brokerage firms or
    custodians, about client transactions.

GFA does not disclose non-public personal information about clients to anyone, except in the following circumstances:
•   When required to provide services clients have requested;
•   When clients specifically authorize the Firm to do so in writing; or
•   When permitted or required by law.

To ensure security and confidentiality, GFA maintains physical, electronic, and procedural safeguards to protect the privacy of its clients.

COPYRIGHT NOTICE

All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner  without the express written permission of the copyright owner. Certain text and articles: ©2010 The Garrett  Planning Network, Inc., Sheryl Garrett, Principal.  Other text, articles and logos and indicated,
or: ©2010 George Financial Advisors, Ted George, Principal.

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