List of active policies

Name Type User consent
Advice & Financial Education Site policy All users

Summary

It is important that you understand the difference between "advice" and "financial education". In general, "advice" is based on a thorough fact-finder being completed and analyzed.

Full policy

It is important that you understand the difference between "advice" and "financial education". In general, "advice" is based on a thorough fact-finder being completed and analyzed.

Hall Financial Services, Inc 520 TAMALPAIS DR #206 CORTE MADERA, CA 94925 (415) 993-2229 - QHALL@MARINPLANS.COM is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.