At
Lentz + Lentz we are committed in protecting your privacy
and the confidentiality of your non-public personal information.
We are providing this Privacy Policy to you in an effort
to explain our collection, use, retention and security of
your non-public personal information.
As
your investment advisor we collect:
·
Name,
Social Security Number, Birth Date, Address, Telephone Numbers,
E-mail Address
·
Account
Type, Investment Experience, Annual Income, Net Worth, Investment
Amount, Risk Tolerance
·
Account
History, Current Balances, Current Investments, Monthly Statements,
Quarterly Reports
It
is our policy not to share Non-Public Client Information with
any non-affiliated company, except as may be required to carry
out the services requested by you, as required by law, or
as otherwise authorized by you.
We may disclose all of the non-public personal information
that we collect, as described above, including retirement
and financial plans to our affiliate, Lentz + Lentz, CPA’s
as it relates to your tax planning and tax returns unless
instructed otherwise in writing
We
are committed to safekeeping of your confidential information
and we maintain physical, electronic, and procedural safeguards
to protect your information.
We restrict employee access to your personal information
to those employees who need to know that information in the
course of servicing your account.
If
you end your relationship with us, we will adhere to the information
policies and procedures in this Privacy Policy for as long
as we retain your personal information.
We
reserve the right to change this Privacy Policy and any of
the policies and procedures listed herein at any time.
However, if at any time in the future it becomes necessary
to disclose personal information in a way that is inconsistent
with this Privacy Policy, we will give you advance notice
of the proposed change and an opportunity to opt out of such
disclosure.