LifeCraft Financial Planning, LLC is committed to maintaining the confidentiality, integrity and security of the personal information that is entrusted to us by our current and former clients.
Personal Information we Collect:
The categories of nonpublic information that we collect from you may include information about your personal finances, information about your health to the extent that it is needed for the financial planning process, information about transactions between you and third parties, and information from consumer reporting agencies, e.g., credit reports. We use this information to help you meet your personal financial goals.
Personal Information We Disclose:
LifeCraft does not disclose or sell information about our current or former clients to any third parties, except in the following circumstances:
• To companies that are necessary to service your account.
• As required by regulatory authorities or law enforcement officials who have jurisdiction over LifeCraft, or as otherwise required by law; and
• After receiving your verbal or written permission, we may disclose relevant information to other professional such as attorneys, accountants, insurance agents, and mortgage lenders to assist you with implementing your financial plan.
We do not provide your personal information to mailing list vendors or solicitors. We require strict confidentiality in our agreements with unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors.
How We Protect Your Personal Information:
Personal identifiable information about you will be maintained while you are a client, and for the required period thereafter that records are required to be maintained by federal and state securities laws. To protect your personal information from unauthorized access and use, we use security measures that comply with federal law.