Wealth Action Literacy Partners, 5584, LLC d/b/a Wealth Action Planners, has adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our clients is an important responsibility. We also know that you expect me to service you in an accurate and efficient manner. To do so, there is a need to collect and maintain certain personal information about you. This policy outlines what information we may collect and how we will use and safeguard that information.
WHAT INFORMATION WE COLLECT
Certain nonpublic personal identifying information is collected about you (such as your name, address, telephone number, etc.) from information that you provide on applications or other forms as well as communications with you or your authorized representatives.
Some information is also collected about your asset, liability accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).
WHAT INFORMATION WE DISCLOSE
We do not sell, share, or disclose your nonpublic personal information to non-affiliated third party financial companies. Nor do we disclose the nonpublic personal information we collect about our clients to anyone except as necessary as follows:
(i) in furtherance of our business relationship with them and then only to those persons necessary to effect the transactions and provide the services that they authorize (such as insurance carriers, broker-dealers, custodians, independent managers etc.);
(ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities, etc.);
(iii) state regulatory agencies
(iv) our attorneys, accountants, and auditors; or
(v) as otherwise provided by law.
We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances however we will not do so.
These third parties are prohibited to use or share the information for any other purpose. If you decide at some point to either terminate our services or become an inactive, we will continue to adhere to our privacy policy.
SECURITY OF YOUR INFORMATION
We restrict access to your nonpublic personal information to employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your information.
CHANGES TO OUR PRIVACY POLICY OR RELATIONSHIP WITH YOU
Our policy about obtaining and disclosing information may change from time to time. We will provide you notice of any material change to this policy before we implement the change.
Wealth Action Literacy Partners, 5584, LLC d/b/a Wealth Action Planners, has adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our clients is an important responsibility. We also know that you expect me to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information I may collect and how we will use and safeguard that information.
Version 1, 2023