Financial Planning Systems - Plainfield Financial Planning

FINANCIAL PLANNING SYSTEMS, INC. PRIVACY NOTICE

We have always protected the privacy of our customers’ personal information. We know this is very important. This notice explains our information practices. State and federal law require us to do this.

INFORMATION WE COLLECT
We want to help your financial needs. We must follow legal and regulatory laws. We must collect certain information about you. This information changes depending on the products or services you seek from us.
It may include:

  • Information we receive from you on your application or other forms (such as name, address, social security number and financial and health information);
  • Information you allow us to collect (such as health information so you can get an insurance policy);
  • Information the law says we must have (such as your taxpayer ID number);

Your state laws may permit you to ask for and correct the information we have collected about you.


THE SECURITY OF YOUR INFORMATION
We seek to keep all personal information given to us in strictest confidence. We do not sell or rent information to third parties. Because we limit the sharing of your non-public information, no action is necessary on your part to limit such sharing. Our website may contain links to other sites; we are not responsible for the privacy practices or the content of those sites. We have, however, taken due care to be sure the companies that own the sites are trusted. We limit access to your information by employees and other representatives to those individuals who have a business reason for knowing it. We maintain physical, electronic and procedural safeguards to protect this information.

INFORMATION WE SHARE
Federal and state laws limit the ways we can share your information. We may share some of the information about you with other companies that perform services for us. These may include affiliated or non-affiliated companies. Examples of the services they perform are mailing and e-mailing services. These companies are limited as to how they can use or share your information. We only share information that is necessary.

Privacy laws also allow us to share information with third parties in other ways. For example, we may share information if we get a subpoena, to prevent fraud, or to provide the service you asked for. We do not share information about former customers except stated in this Privacy Notice.

This notice is being provided on behalf of Financial Planning Systems, Inc.

MAIL INQUIRIES TO:
Financial Planning Systems, Inc
P.O. Box 1528
Plainfield, IL 60544