Broker Check

Social Media Guidelines and Disclosures

Social Media Guidelines and Disclosures

Our social media goal is to deliver timely insight and perspective from our teams and senior leaders, and to participate in conversation around topics important to you. Given the regulations governing our industry, below are some important guidelines and disclosures that govern our participation in social channels, and how we interact with you.


The Pacific Financial Group, Inc. (“TPFG”) and affiliates RiskPro and Serve & Protect Financial are not responsible for the terms of use or privacy or security policies at this or other third-party sites that may be linked to by this page or other social media pages. You use any third-party sites and materials at your own risk. Material has been provided for informational purposes only and should not be considered as investment advice or a recommendation of any security, strategy, or investment product. Investors should consult a financial advisor/financial consultant before making any investment decisions.

Investors should always consult their own legal or tax professional for information concerning their individual situation. The opinions expressed are those of the authors, are based on current market conditions and are subject to change without notice. These opinions may differ from those of other TPFG investment professionals. Forward-looking statements are not guarantees of future results. They involve risks, uncertainties, and assumptions; there can be no assurance that actual results will not differ materially from expectations. All investments contain risk and may lose value. Mutual funds are subject to market risk and volatility. Shares may gain or lose value.

Not Investment Advice

Advisory services provided by The Pacific Financial Group, Inc. (“TPFG”) a Registered Investment Adviser. The information is for informational purposes only and should not be relied on or deemed the provision of tax, legal, accounting or investment advice. Past performance is not a guarantee future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss. Investors should review all offering documents and disclosures and should consult their tax, legal or financial professional before investing.

Comment Guidelines

TPFG or its affiliates do not endorse any comments other than those we post ourselves. Because of the nature of product-specific speech, and regulations governing recommendations or financial advice, we will remove any comment with specific mention of securities or mutual funds. Many investors may not know that dispensing financial advice is a regulated activity. General discussions on the market are appropriate, but specific mention of investment testimonials or strategies is not permitted.

If your comment includes personal information beyond your name, or any information regarding your portfolio, we cannot allow it on our social media platforms. These platforms are public spaces, and common sense should prevail.

Our goal is to host conversation that is relevant and valuable to you. To facilitate this, we ask that you keep your comments within the purposes of the posts made on our individual social platforms. Any comment that is clearly off-topic, makes unsupported claims, or promotes unrelated content or spam will be removed. It should go without saying, but please refrain from inappropriate or abusive language, or personal attacks.

While we welcome constructive criticism and encourage debate, we may also block, in our sole discretion, any commenter who continues to post material contrary to the guidelines set forth above.