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DisclosuresGoar Financial Services is required by law to annually update our ADV and send notice to our clients. This notice is required also at time of new client engagement. Please click on the links below for PDF documents of each of our Client Disclosures:
Privacy PolicyProtecting your privacy is very important to us. When you provide information to us, we may share your information, to the extent you approve or as provided by applicable law, with our affiliated companies and third parties only for the purpose of fulfilling your requests as well as offering you other financial services that may be of interest to you. Under no circumstance will we sell your information or transfer your information to any ad network, ad exchange, data broker or other advertising or monetization related service. We maintain physical, electronic and procedural safeguards to protect all personal information you provide to us. To ask questions or comment about our privacy policy or practices, contact us by email at: david.goar@goarfinancial.com or by phone at (385) 715-0120.
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Goar Financial Services
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Disclosures and Privacy Policy / BrokerCheck Investment Advice offered through Promontory Financial Planning, LLC, DBA Goar Financial Services, a registered investment advisor. The purpose of this website is to provide general information on the subjects discussed, it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Our firm does not provide tax or legal advice, all individuals are encouraged to seek guidance from qualified professionals regarding their personal situation. |
