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Disclosures & Privacy

Demo notice. This is a demonstration website. The text below is neutral placeholder language, not final regulatory disclosure. A live financial advisory site should publish its own Privacy Policy, Form CRS / ADV, and firm-specific disclosures reviewed for compliance.

Privacy Policy

We respect your privacy. Information you share with Modern Financial Group — through this website, our forms, or in the course of working together — is used only to serve you and is never sold. We maintain reasonable safeguards to protect your information and limit access to those who need it to provide our services.

Important Disclosures

Information on this site is provided for general educational purposes only and does not constitute financial, tax, legal, or investment advice, or a recommendation or offer to buy or sell any security or product. Advice is provided only after a review of your individual circumstances.

Investing involves risk, including the possible loss of principal. Past performance is not a guarantee of future results. Any examples or figures are hypothetical and for illustration only. Testimonials shown on this site are illustrative samples and do not represent any specific client's experience or a guarantee of future performance.

Form CRS & Regulatory Information

A live version of this site would link here to the firm's Client Relationship Summary (Form CRS), Form ADV where applicable, and the disclosures required by the firm's regulatory registrations, along with the states in which it conducts business. These documents are placeholders in this demo pending the client's confirmation.

Contact

Questions about these disclosures? Call (864) 214-4008 or email info@modernfg.com.

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