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News Customer privacy is fundamental to our relationship with our clients and prospective clients. We are committed to maintaining the confidentiality, integrity, and security of the personal information of both our clients and our prospective clients.

We do not disclose personal nonpublic information about our clients or prospective clients to any nonaffiliated parties except as required by applicable law or regulation. In the normal course of our operations, information that clients or prospective clients provide to us may be shared with entities that perform various services for the account such as, but not limited to, brokers or dealers or others used to effect trades for the account, the Custodian of the account, our Accountant, our Legal Counsel, Broker-Dealers, and market makers, banks and other financial institutions that we use to implement the client's investment program. The types of nonpublic information that we may disclose to such entities include information such as name, address, account or tax identification number, and the amount of investment and bank account information.

Access to client's nonpublic information is restricted to employees, agents, or other parties associated with us who need to access client information to provide the account with products or services. Those parties will access that information solely to provide such product or services to the account. We maintain physical, electronic, and procedural safeguards to guard nonpublic personal information. The client's right to privacy extends to all forms of contact with us, including telephone, written correspondence, and electronic media such as the Internet.

Responsibility
Nathan Ankney is responsible for reviewing, maintaining and enforcing these policies and procedures to ensure that we meet client privacy goals and objectives while at a minimum ensuring compliance with applicable federal and state laws and regulations. Nathan Ankney may recommend disciplinary or other action as appropriate to enforce our privacy policy. Nathan Ankney is also responsible for distributing these policies and procedures to employees and conducting appropriate employee training to ensure employee adherence to these policies and procedures.

Procedures
Employees are prohibited, either during or after termination of their employment, from disclosing nonpublic personal information to any person or entity outside of our firm, including family members, except under the circumstances described above. An employee is permitted to disclose nonpublic personal information only to such other employees who need to have access to such information to deliver our services to our client.

Security of Client Information
We restrict access to nonpublic personal information to those employees who need to know such information to provide services to our clients. All electronic or computer files containing such information shall be password secured and firewall protected from access by unauthorized persons. Any conversations involving nonpublic personal information, if appropriate at all, must be conducted by employees in private, and care must be taken to avoid any unauthorized persons overhearing or intercepting such conversations.

Privacy Notices
We will provide each client with initial notice of our current privacy policy when the client relationship is established. We shall also provide each such client with a new notice of our current privacy policies at least annually. If, at any time, we adopt material changes to our privacy policies, we shall provide each client with a revised notice reflecting the modified policy.


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			Customer privacy is fundamental to our relationship with our clients and prospective clients. We are committed to maintaining the confidentiality, integrity, and security of the personal information of both our clients and our prospective clients. We do not disclose personal nonpublic information about our clients or prospective clients to any nonaffiliated parties except as required by applicable law or regulation. In the normal course of our operations, information that clients or prospective clients provide to us may be shared with entities that perform various services for the account such as, but not limited to, brokers or dealers or others used to effect trades for the account, the Custodian of the account, our Accountant, our Legal Counsel, Broker-Dealers, and market makers, banks and other financial institutions that we use to implement the client's investment program. The types of nonpublic information that we may disclose to such entities include information such as name, address, account or tax identification number, and the amount of investment and bank account information. Access to client's nonpublic information is restricted to employees, agents, or other parties associated with us who need to access client information to provide the account with products or services. Those parties will access that information solely to provide such product or services to the account. We maintain physical, electronic, and procedural safeguards to guard nonpublic personal information. The client's right to privacy extends to all forms of contact with us, including telephone, written correspondence, and electronic media such as the Internet. Responsibility Nathan Ankney is responsible for reviewing, maintaining and enforcing these policies and procedures to ensure that we meet client privacy goals and objectives while at a minimum ensuring compliance with applicable federal and state laws and regulations. Nathan Ankney may recommend disciplinary or other action as appropriate to enforce our privacy policy. Nathan Ankney is also responsible for distributing these policies and procedures to employees and conducting appropriate employee training to ensure employee adherence to these policies and procedures. Procedures Employees are prohibited, either during or after termination of their employment, from disclosing nonpublic personal information to any person or entity outside of our firm, including family members, except under the circumstances described above. An employee is permitted to disclose nonpublic personal information only to such other employees who need to have access to such information to deliver our services to our client. Security of Client Information We restrict access to nonpublic personal information to those employees who need to know such information to provide services to our clients. All electronic or computer files containing such information shall be password secured and firewall protected from access by unauthorized persons. Any conversations involving nonpublic personal information, if appropriate at all, must be conducted by employees in private, and care must be taken to avoid any unauthorized persons overhearing or intercepting such conversations. Privacy Notices We will provide each client with initial notice of our current privacy policy when the client relationship is established. We shall also provide each such client with a new notice of our current privacy policies at least annually. If, at any time, we adopt material changes to our privacy policies, we shall provide each client with a revised notice reflecting the modified policy.
Registered Representative offering securities and advisory services through Independent Financial Group LLC, a registered broker-dealer and investment adviser. Member of FINRA (www.finra.org) & SIPC (www.sipc.org). Dynamic Wealth Strategies, LLC and Independent Financial Group, LLC are not affiliated. Office of supervisory jurisdiction: 1541 The Alameda, San Jose, CA 95126. We are licensed in the following states: CA, OR, and NV.
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