Important Disclosures

General Information

Talley Financial is a financial services firm with a team that provides comprehensive financial planning and investment management services. We offer objective financial guidance tailored to individual client needs.

The content provided on this website is for informational purposes only and should not be construed as specific recommendations or investment advice. The views expressed are subject to change based on market conditions and are not intended as a forecast, guarantee, or promise regarding the future performance of any investment or strategy.

All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. Clients should consult with a qualified financial professional to determine what strategies may be appropriate for their individual situation. Registration as an investment adviser does not imply a certain level of skill or training. Nothing on this site should be interpreted as tax, legal, or accounting advice. Please consult with a tax or legal professional for guidance on specific issues.

Securities and Investment Advisory Services

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA / SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Talley Financial are not affiliated. Cambridge does not offer tax or legal advice.

Cambridge Form CRS

Financial Professionals Disclosure

Financial professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed, or exempt from registration. Not all securities, products, and services mentioned are available in every state or jurisdiction.

AI-Generated Content Disclosure

Some of the content shared by Talley Financial is created using a combination of AI tools and professional expertise.Personal finance and business tips from a guy who's actually qualified. 50% AI | 50% human wisdom from David Talley, CFP®

While AI assists in drafting, structuring, and optimizing content, all financial insights, opinions, and recommendations are reviewed, edited, and approved by David Talley, CFP® to ensure accuracy, compliance, and relevance. AI-generated content should not be interpreted as personalized financial advice. Always consult with a qualified financial professional before making investment or financial decisions.

Blog Disclosure

This content is being provided for informational purposes only and should not be construed as specific recommendations or advice. Always consult with your investment, tax, or legal professional before making important investment decisions. Diversification and asset allocation strategies do not assure profit or protect against loss. Investing involves risk. Depending on the types of investments, there may be varying degrees of risk. Investors should be prepared to bear loss.

Podcast Disclosure

This content is being provided for informational purposes only and should not be construed as specific recommendations or investment advice. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions.

Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member  FINRA /  SIPC.

Third-Party Links and External Content

Talley Financial may provide links to third-party websites or resources for informational purposes. Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of the information provided on these websites.

Performance and Risk Disclosure

Past performance is not indicative of future results. Investing involves risks, including the potential loss of principal. There is no guarantee that any investment strategy will achieve its intended results. Any projections, estimates, or expectations mentioned on this website are based on assumptions and should not be relied upon as a guarantee of future performance.

Tax and Legal Considerations

Talley Financial does not provide tax or legal advice. Seek guidance from qualified tax and legal professionals regarding their individual circumstances. Any discussions related to taxes or legal matters are for general informational purposes and should not be interpreted as specific advice.

Social Media and Testimonials Disclosure

• Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA / SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Talley Financial are not affiliated. Cambridge does not offer tax or legal advice.
• Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and are no guarantee of future performance or success.
• Content posted on third-party platforms should not be considered an endorsement.

Confidentiality and Security

While we take reasonable steps to protect user information, no method of transmission over the internet or electronic storage is 100% secure. We encourage visitors to avoid sharing sensitive personal or financial information through unsecured channels.

Updates and Amendments

Talley Financial reserves the right to update or modify this disclosure page at any time without prior notice. Users are encouraged to review this page periodically for any changes.

Additional Reviews

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Contact Information

Email:  hello@mytalleyfinancial.com
Phone:  423-617-0160