The Tarascio Group, LLC, “Tarascio Financial Planning, LLC” recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. “Tarascio Financial Planning, LLC will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information.
We want our clients to understand what information we collect, how we use it, and how we protect your personal information.
Why We Collect Your Information
We gather information about you so that we can:
What Information We Collect and Maintain
We may collect the following types of “nonpublic personal information” about you:
What Information We Disclose
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. Tarascio Financial Planning, LLC may disclose client's information: (1) to individuals and/or entities not affiliated with Tarascio Financial Planning, LLC, including, but not limited to certain service providers (i.e., broker-dealer, sub-advisers, account custodian, record keeper, etc.) in furtherance of the client's engagement with Tarascio Financial Planning, LLC to service your account; (2) to your authorized representative or power of attorney; or (3) otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations.
How We Protect Your Personal Information
Privacy has always been important to Tarascio Financial Planning, LLC. We restrict and limit access to client information only to those who need to carry out their business functions. We safeguard client information by preventing its unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. Arrangements with companies or independent contractors not affiliated with Tarascio Financial Planning, LLC will be subject to confidentiality agreements.
Clients are encouraged to discuss any questions regarding privacy policies and procedures directly with Michael Tarascio, Chief Compliance Officer of Tarascio Financial Planning, LLC. Please contact Michael Tarascio at 503-995-3120.
THE TARASCIO GROUP, LLC dba TARASCIO FINANCIAL PLANNING, LLC (TFP,
LLC) is a registered investment advisor offering advisory services in the States of
Oregon, Washington and in other jurisdictions where exempted. Registration does not
imply a certain level of skill or training.
This communication is for informational purposes only and is not intended as tax,
accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an
endorsement of any company, security, fund, or other securities or non-securities
offering. This communication should not be relied upon as the sole factor in an
investment making decision.
Past performance is no indication of future results. Investment in securities involves
significant risk and has the potential for partial or complete loss of funds invested. It
should not be assumed that any recommendations made will be profitable or equal the
performance noted in this publication.
The information herein is provided “AS IS” and without warranties of any kind either
express or implied. To the fullest extent permissible pursuant to applicable laws,
Tarascio Financial Planning, LLC (TFP, LLC) disclaims all warranties, express or implied,
including, but not limited to, implied warranties of merchantability, non-infringement,
and suitability for a particular purpose.
All opinions and estimates constitute TFP, LLC’s judgement as of the date of this
communication and are subject to change without notice. TFP, LLC does not warrant
that the information will be free from error. The information should not be relied upon
for purposes of transacting securities or other investments. Your use of the
information is at your sole risk. Under no circumstances shall TFP, LLC be liable for any
direct, indirect, special or consequential damages that result from the use of, or the
inability to use, the information provided herein, even if TFP, LLC or a TFP, LLC
authorized representative has been advised of the possibility of such damages.
Information contained herein should not be considered a solicitation to buy, an offer to
sell, or a recommendation of any security in any jurisdiction where such offer,
solicitation, or recommendation would be unlawful or unauthorized.
Copyright © 2021 The Tarascio Group DBA Tarascio Financial Planning, LLC - All Rights Reserved.
You may view our current ADV Disclosures by clicking this link.