Disclosure

Compliance Disclosure

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Margot Dorn, Principal, Dorn Financial, and her editorial staff. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. This site is organized as a blog site, and as such the information posted is believed to be accurate at the time of posting.  However, archival blog posts may remain on the site after legislation, IRS limits, or other rule changes have occurred.  Please check the date of the post, and be aware that archival blog posts are not updated when changes occur.  This site provides links to other sites for the convenience of our users.  Dorn Financial has no control over the accuracy or content in websites found through the links within.

All information and ideas should be discussed in detail with your individual advisor prior to implementation.

Fee-only financial planning and investment advisory services are offered by Dorn Financial, a registered investment advisory firm in the state of California. The presence of this website on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell securities or investment advisory services to any residents of any state other that the state(s) in which Dorn Financial is licensed.

Copyright Notice

All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner. Certain text, articles and Dorn Financial’s logos: © 2017 Dorn Financial. Margot Dorn, Principal. Certain text, articles and GPN logos: ©2000 The Garret Planning Network, Inc., Sheryl Garrett Principal. “Building Brighter Financial Futures” and “Financial Planning and Advice for Everyday Life” and “Hourly, As-Needed Financial Planning and Advice for Everyday Life … The New Choice for Smart Consumers” are GPN-trademarked slogansTM.

Disclosure Brochure

Download and read our Disclosure Brochure, which is a regulatory document also known as ADV Part 2 and Schedule F. We are required to deliver this document to you prior to our first engagement and to offer to send it to you once each year.