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At Weiss Financial Group we believe there is a significant conflict of interest if an advisor stands to gain financially from any recommendations you may follow, that's why we are a NAPFA registered, Fee-Only advisor.
Investment Advisers are required by law to inform their clients of their policies regarding privacy of client information. We are bound by professional standards of confidentiality that are even more stringent than those required by law.
Federal law gives customers the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information.
To protect the personal information of current and former clients from unauthorized access and use, we use security measures that comply with federal law, including computer safeguards and secured files and building.
We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.
When you are no longer our customer, we may continue to share your information only as described in this notice. All Investment Advisers may need to share personal information to run their everyday business.
In the section below, we list the typical reasons that we may share your personal information:. Clients may opt out of sharing information for joint marketing to other financial companies, to our affiliates and to non-affiliates.
When you are no longer our customer, we may continue to share your information as described in this notice.
However, you can contact us at any time to limit our sharing. Federal law allows you the right to limit the sharing of your NPI by "opting-out" of the following: State laws and individual companies may give you additional rights to limit sharing.
Please notify us immediately at our address or telephone number if you choose to opt out of these types of sharing. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
If you have any questions or concerns please do not hesitate to call us at Next, we will analyze all the information you provide and develop your personalized plan.
Once your plan is complete we will:. By proactively pursuing your goals, you will be able to sleep better at night knowing you are making informed financial decisions.
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