Tanner Financial Group, 700 Larkspur Landing Circle, Suite 109, Larkspur, CA 94939
Phone (415) 461-4800 | Fax (415) 461-4805
bev@tannerfinancial.com
beverly.tanner@natplan.com

NPC PRIVACY POLICY

Please read the regulatory and consumer information below

Thank you for visiting www.TannerFinancial.com, the web site of Tanner Financial Group ("TFG"). By accessing this web site, you acknowledge that you have read the following disclosure.

Tanner Financial Group is a California State Registered Investment Advisory Firm. A copy of TFGs regulatory disclosure statement (Form ADV-Part II) is available to all clients and prospective clients upon request. Tanner Financial Group does not render or offer to render personalized investment advice or financial planning advice through this medium. This medium is limited to the dissemination of general information regarding the services of Tanner Financial Group and provides an efficient method for clients and prospective clients to contact Tanner Financial Group. All information contained on this web site is for informational purposes only and shall not constitute a recommendation or solicitation or offer to sell securities or investment advisory services. Advice can only be rendered after the following conditions are met: 1) TFG must be registered in the client's state of residency or TFG must be excluded from registration or an exemption from such registration must exist. 2) Delivery of a disclosure statement (Form ADV-Part II) from TFG to the client. 3) Execution of an Investment Advisory and/or Financial Planning agreement between TFG and the client. 4) Initial payment of the investment advisory fee or financial planning fee by the client to TFG.

Please note that while Tanner Financial Group makes all reasonable efforts to obtain information from sources that we believe to be reliable, TFG makes no representation or warranties that the information contained on the TFG web site is accurate, reliable, or complete. Nothing contained within the TFG web site shall constitute investment, tax, or legal advice or recommendations. Tanner Financial Group only provides advice to clients within the context of our individual contractual agreements with each client. When you access certain "links" within the TFG web site you may leave the TFG web site. TFG does not endorse the content, products or services, offered on these web sites. These links are provided for informational purposes only.

Please Note:

This site has been published for residents of AR, CA, CO, NC, NV, NY, OR, and WA. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Securities licensed associates of Tanner Financial Group, are Registered Representative offering securities through National Planning Corporation (NPC), NPC of American in FL & NY, Member Member FINRA/SIPC. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, will not be made absent compliance with state Broker-Dealer, agent registration requirements, or an applicable exemption or exclusion. Tanner Financial Group and NPC are separate and unrelated companies.

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