401KCOACHING.com values the privacy of its clients and maintains a strict policy regarding the use and safeguarding of personal, non-public information.

401KCOACHING.com obtains only that information from clients that will assist in providing quality investment management and information necessary to comply with state and federal compliance requirements. Such information may include, but is not limited to, a client’s: (1) name; (2) mailing address; (3) email address; (4) credit card and other billing data; and (5) other personal information necessary to provide services to the client.

401KCOACHING.com uses the information collected primarily to manage client information. We may disclose the personal information as necessary to service client accounts. Servicing activities may include, but are not limited to, the following: Administrative, customer assistance, clearing, operational or other services;

Maintenance and development of software and website data for 401KCOACHING.com.

401KCOACHING.com will not disclose clients’ personal information to companies or organizations not affiliated with us who would use the information to contact clients about their own products or services. Under no circumstances will 401KCOACHING.com sell any of the personal information collected. 401KCOACHING.com allows access only to individuals who must have client’s personal information to service the account or to provide business, compliance, and other support services to 401kcoaching.com. For these reasons, the 401KCOACHING.com privacy policy does not address an opt-out process.

401KCOACHING.com maintains physical, electronic and procedural safeguards to protect former and current clients’ information from misuse or misappropriation.