Disclosures

The CGN Advisors, LLC web site offers links to a variety of sites maintained by third parties. If you choose to access these sites, you will be leaving the CGN Advisors, LLC web site. These sites are managed by unaffiliated organizations that do not have a business relationship with CGN Advisors, LLC. These links are only offered for use at your own discretion. CGN Advisors, LLC does not provide, and is not responsible for, the product, service, or overall website content available on third-party sites. By providing links to these sites CGN Advisors, LLC is not promoting, approving or endorsing either the content of the sites or any product or service offered by the sites’ sponsors. Our privacy polices do not apply to linked websites. You should consult the privacy disclosures on each third-party site for further information. Third party web sites may provide different security features than the CGN Advisors, LLC web site.

“Likes” on any social media or public rating sites are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on social media pages, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under our firm Policies and Procedures. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Additionally, comments by viewers or third-party rankings and recognitions are also no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on any social media or public ratings sites are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted.

The opinions expressed within this website or any website of an office of CGN Advisors, LLC are those of certain CGN Advisors, LLC personnel and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to revision due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.

Educational Materials or Downloadable Content has been made available for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of a security. Although third-party information in this web site has been obtained from and is based upon sources that CGN Advisors, LLC believes to be reliable, CGN Advisors does not guarantee its accuracy and it may be incomplete or condensed. CGN Advisors, LLC has no reason to believe that the information was materially changed or edited to create a favorable or unfavorable impression. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation.

Various indexes may be utilized in education material and those chosen are generally recognized as indicators or representation of the stock market in general. Indices are typically not available for direct investment, are unmanaged and do not include fees or expenses. Some indices may also not reflect reinvestment of dividends.

In addition, materials may discuss and display, charts, graphs, formulas which are not intended to be used by themselves to determine which securities to buy or sell, or when to buy or sell them. Such charts and graphs offer limited information and should not be used on their own to make investment decisions.

We make reasonable attempts to prepare all reports, recommendations and analyses accurately. Charts and other reports are prepared on demand by our or others' systems and are based on specific information requested by the user, are not audited, and may contain errors, exhibit anomalies under certain circumstances and conditions, or be assembled from historical, not real time, pricing information. Any projected investment returns presented are for informational purposes only. Any investment decisions you make should not be based solely on charts and performance information provided, but rather on your evaluation of the complete range of investment information available to you. Remember that past performance is not an indication of future performance. Investing involves risk, including the risk that you may suffer the loss of your investment. 

We respect the privacy of all our clients and prospective clients, both past and present. We recognize that you have entrusted us with non-public personal information and it is important to us that all associates and clients of our firm know our policy concerning what we do with that information.

We collect personal information about our clients from the following sources:

•  Information our clients provide to us to complete their financial plan or investment recommendation; 
•  Information our clients provide to us in agreements, account applications, and other documents completed in connection with the opening and maintenance of their accounts; 
• Information our clients provide to us verbally; and • Information we may receive from service providers, such as custodians, about client transactions.

We do not disclose non-public personal information about our clients to anyone, except in the following circumstances: 

•  When required to provide services our clients have requested; 
•  When our clients have specifically authorized us to do so; 
•  When required during the course of a firm assessment (i.e., independent audit); or 
• When permitted or required by law (i.e., periodic regulatory examination).

Within our firm, we restrict access to client information to staff that need to know that information. All personnel and our service providers understand that everything handled in our offices are confidential and they are instructed to not discuss client information with someone else that may request information about an account unless they are specifically authorized in writing by the client to do so. This includes, for example, providing information about a spouse’s IRA account, or to adult children about parents’ accounts, etc. To ensure security and confidentiality, we maintain physical, electronic, and procedural safeguards to protect the privacy of client information. We will provide you with our privacy policy on an annual basis per federal law and at any time, in advance, if our policy is expected to change.