RetireTeamsters.com and Halliday Financial are independent organizations and are not affiliated with, endorsed by, sponsored by, or authorized by the International Brotherhood of Teamsters ("IBT"), any Teamsters Local Union, Joint Council, or any other Teamsters-affiliated organization.

The use of the terms "Teamsters," "IBT," and any related references on this website is solely for descriptive purposes to identify the community of current and retired Teamster members we serve. All trademarks, service marks, logos, and trade names are the property of their respective owners and are used only for identification purposes.

The information provided on this website is for educational and informational purposes only. Nothing contained on this website should be construed as an endorsement, sponsorship, approval, or recommendation by the International Brotherhood of Teamsters or any affiliated organization.

Any discussion of Teamster pension plans, retirement benefits, health benefits, or other programs is intended to provide general information only and should not be considered official guidance or a substitute for the governing plan documents. Individuals should consult their Local Union, plan administrator, Summary Plan Description (SPD), and official plan documents regarding their specific benefits and eligibility.

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Securities-related transactions are managed by Halliday Financial's subsidiary, Halliday Financial, LLC., Member FINRA and SIPC. The Company only transacts business in states where it is properly registered, or excluded/exempted from registration requirements.Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.

Halliday Financial routes all of its SEC Rule 606 eligible orders to its clearing firm, Pershing LLC, and does not receive any payment for order flow. For additional information about Pershing LLC’s payment for order flow practices, please see Pershing’s SEC Rule 606 disclosure. You can find the public disclosures prepared by Pershing LLC pursuant to SEC Rule 606(a) for Halliday Financial at www.orderroutingdisclosure.com and searching for “Halliday Financial.”

Halliday Financial Group is a Trust Representative Office of National Advisors Trust Company (NATC) and National Advisors Trust of South Dakota, Inc. (NATSD) doing business as Halliday Private Trust.

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