Financial Planning Consultants

 


Financial Planning Consultants is committed to protecting the privacy of our customers, and their clients, both online and offline. To that end, we have established policies and procedures that respect the privacy of all our customers, since we collect non-public personal information from the following sources:

  • Information we receive on applications, purchase orders or during a training or consulting engagement.
  • Information about customer transactions (such as credit card information) with us, our affiliates or other parties.
  • Client data files supplied to us for technical support, such as to be sorted, indexed or repaired.

We do not disclose any non-public personal information about our customers or former customers to any party, except as may be required by law or authorized by prior written consent. Because we do not disclose any non-public personal information to any other parties, we do not offer an opt-out procedure.

We may disclose the following public information to companies that perform marketing services on our behalf or to other financial institutes with which we have joint marketing arrangements: Name, address, phone or fax number, and/or e-mail address. This would be for the exclusive purpose of providing information to our customers regarding professional services or events, scheduled training sessions, or related product offerings.

We restrict access to non-public information about our customers to only those employees who need to know that information to provide products or services. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard all non-public personal information and to protect our database from unauthorized access.

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