Hufford Financial Advisors, LLC - Financial Planning for Dentists

Pursuant to applicable federal and/or state privacy regulations, Hufford Financial Advisors, LLC, (“Hufford”) is a financial institution that has determined to keep confidential nonpublic personal information about each of Hufford’s client.

Nonpublic personal information is defined to mean personally identifiable financial information that is provided by a client to a financial institution, results from any transaction with the client or any service performed for the client, or is otherwise obtained by the financial institution.

The purpose of Hufford’s Privacy Policy, as well as its underlying procedures, is to protect the confidentiality and security of its clients’ nonpublic personal information. The categories of nonpublic personal information that Hufford collects from a client depend upon the scope of the client engagement. It may include information about the client’s personal finances, information about the client’s health to the extent that it is needed for the planning process, information about transactions between the client and third parties, and information from consumer reporting agencies. Hufford has instituted certain technical, administrative and physical safeguards through which Hufford seeks to protect this nonpublic personal information about current and former clients from unauthorized use and access. All employees of Hufford are required to affirm in writing that they will protect and keep confidential nonpublic personal information of Hufford’s clients.

Disclosures

Hufford Financial Advisors, LLC (“Hufford”) is an Investment Advisor registered with the SEC and is notice filed in all 50 states. No client or prospective client should assume that any information presented or made available on or through this web site is the same as or serves as a substitute for, personalized financial advice. Further information regarding our financial services and fees is presented in more detail on our ADV, Part II and the accompanying Schedule F. We would be happy to provide you with a copy of this document on your request.

Hufford’s website is limited to the dissemination of general information pertaining to its investment advisory and other financial services. Accordingly, the information on this website should not be construed by the reader as a solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation over the internet. Any subsequent direct communication by Hufford with a reader will be conducted by a registered investment advisor.

Certain portions of Hufford’s website such as newsletters and articles may contain a discussion of and/or provide access to Hufford’s positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current positions or recommendations.

Past performance my not be indicative of future results. Therefore, no reader should assume that future performance of any investment strategy made reference to directly or indirectly by Hufford on this website, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or investment strategy will either be suitable or profitable for any reader’s portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, and/or management fees, the incurrence of which would have the effect of decreasing historical performance results.

Hufford does not make any representation or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to Hufford’s web site or incorporated into its text and therefore takes no responsibility for it. All such information is provided solely for convenience purposes only and all readers should be guided accordingly.