Financial Wellness Solutions, LLC

Privacy Policy

 

Thank you for reviewing Financial Wellness Solutions, LLC privacy commitment to you.  Your privacy is important to us.  Your personal information is kept secure.  Under federal law, you have a right to know what information is being collected about you and how that information will be used.

 

During the course of normal business we collect nonpublic personal information. Sources of this information include, but are not limited to the following:

·        Information we receive from you on applications or other forms

·        Information about your transactions with us; and

·        Information that you specifically have had your other professional advisors forward to us.

 

We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law, or as directed by you – our client.

·        Under the law, the information we collect is provided to companies that perform support services on our behalf as necessary to effect, administer, or process a transaction, or for maintaining and servicing your account.

·        As directed by you, we will be working with your other professional advisors and we will provide information in our possession that is reasonably requested by the other advisors.

 

We do not give or sell information about you or your accounts to any other company, individual or group.

 

We restrict access to nonpublic personal information about you to those employees who need to know that information to provide products or services to you.  We maintain physical, administrative, and technical procedural safeguards to protect your nonpublic personal information.

You do not need to call or do anything as a result of this notice.  It is meant to inform you of how we safeguard your nonpublic personal information.