webassets/ConfianceOriginal.jpg

Home | About | YourLife Planning | Wealth Management | Client Connect | Contact

webassets/YLP_Logo_rev.jpg

CONFIANCE - Our Firm
Our Firm

CONFIANCE - YourLife Planning
Financial Planning

CONFIANCE - Wealth Management
Wealth Management

CONFIANCE - Community Involvement
Community Involvement


 IMPORTANT INFORMATION AND DISCLOSURES

 

Our Privacy Policy

 CONFIANCE, LLC a Registered Investment Advisor and independent financial planning firm, is committed to safeguarding the confidential information of its clients. We hold all personal information provided to our firm in the strictest confidence.

The following describes our Privacy Policy. Please take a moment to review and feel free to contact us with any questions.

Thank you for the trust you have placed in us.

 

Types of Non-Public Personal Information We Collect

We collect personal information from you in connection with services provided during the course of providing financial planning and investment management. The categories of non-public personal information that we collect from a client depend upon the scope of the client engagement. It will include information about your personal finances, information about your health to the extent that it is needed for the planning process, information about transactions between you and third parties, and may include information obtained from your accountant or attorney.

 

How We Protect Your Confidential Non-Public Information

Keeping your information secure is one of our most important responsibilities. We restrict access to nonpublic personal information about you to those employees and agents who need to know that information in order to provide products or services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

 

Disclosure of Your Non-Public Personal Information

We have never disclosed information to nonaffiliated third parties, except as permitted or required by law, and do not anticipate doing so in the future. If we were to anticipate such a change in our firm policy, we would be prohibited under the law from doing so without advising you first.

For unaffiliated third parties that require access to your personal information, including financial services companies, consultants and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this information private. Federal and state regulators also may review firm records as permitted under law.

We do not provide your personal information to mailing list vendors or solicitors for any purpose.

 

Our Policy Relating to Former Clients

Personal non-public information about you will be maintained during the time you are a client, and for the required time thereafter that such records are required to be maintained by federal and state securities laws, and consistent with the CFP Board Code of Ethics and Professional Responsibility. After this required period of record retention, all such information will be destroyed.

We reserve the right to change this policy at any time and you will be notified if any changes occur.


 

 

If you have any questions after reading this Privacy Policy, please contact us by writing to:

Chief Compliance Officer
CONFIANCE, LLC
600 Superior Avenue East, Suite 1300, Cleveland, Ohio 44114-2654
or electronically at clientservices@confiance-llc.com

webassets/Twitter-CONFIANCEllc.jpg webassets/Twitter-CONFIANCEllc.jpg webassets/Twitter-CONFIANCEllc.jpg

CONFIANCE, LLC, Financial & Investment Advisors > 2016 / All rights reserved
CONFIANCE, LLC Financial and Investment Advisors is a registered investment adviser with its principal place of business in the State of Ohio. The material on this website is intended for general information purposes only and should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Please see full text of disclosures for additional information.