PRIVACY

The Financial Planning Company, LLC holds personal information of our clients in the strictest confidence. Information is not shared with any unaffiliated party unless at the express written direction of the client, or if required by law.   Personal and financial information is collected in order to open investment accounts, and as part of the due diligence required by our profession for dispensing advice based on a client’s specific circumstances.   The only investment partners that have access to account information include the unaffiliated broker-dealer or account custodian or other unaffiliated service providers authorized by the client.