At Flores Wealth Planning, we prioritize the privacy and security of our clients’ personal and financial information. This Privacy Policy outlines how we handle the information you provide to us, ensuring that your privacy is protected and respected.
Information Collection and Use
We collect personal information from you only when necessary to provide the best possible financial planning services. Typically, this information includes, but is not limited to:
- Name
- Contact Information (address, phone number, email address)
- Financial Information (income, expenses, investments, etc.)
We do not require the collection of Social Security numbers or account numbers as a standard practice. However, there may be instances where we request statements or documents that contain such information to provide comprehensive financial planning and advice. In such cases, we take stringent measures to protect your sensitive data.
Protection of Personal Information
We employ a variety of security measures to ensure the safety of your personal information. These measures include secure data storage, encryption protocols, and restricted access to personal data. We are committed to maintaining these security practices to protect against unauthorized access, alteration, disclosure, or destruction of your personal information.
Disclosure of Information
We do not sell, trade, or otherwise transfer your personal information to outside parties without your explicit consent, except as required by law. This includes:
- Complying with legal requirements and regulatory authorities
- Protecting our rights, property, or safety, and that of our clients
- Facilitating services provided by trusted partners who are bound by confidentiality agreements
Third-Party Services
In some cases, we may engage third-party service providers to assist us in delivering services to you. These third parties are carefully selected and are required to maintain the confidentiality and security of your personal information. Examples of such third-party services include:
- Financial Planning Software/Apps: Used to create and manage comprehensive financial plans.
- Investment Analysis Software: Utilized to assess and analyze investment portfolios.
- Customer Relationship Management (CRM) Systems: Employed to manage and improve our client interactions and services.
Your Rights
You have the right to access, correct, or delete your personal information held by us. If you wish to exercise these rights, please contact us. We will respond to your request promptly and ensure that your information is handled in accordance with applicable privacy laws.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable laws. We will notify you of any significant changes by posting the updated policy on our website. We encourage you to review this policy periodically to stay informed about how we protect your information.
Contact Us
If you have any questions or concerns about this Privacy Policy or our data handling practices, please contact us at:
Flores Wealth Planning
917-740-3898
aflores@floresplanning.com
Thank you for trusting Flores Wealth Planning with your financial planning needs. Your privacy and security are our top priorities.
