McBeath Financial Group is committed to protecting the privacy of all personal information and data entrusted to us. We value the trust our clients have in us and are committed to maintaining that trust. We have developed Privacy Policies describing the personal information we collect and how we use this information. Our privacy commitment is about more than complying with applicable privacy laws; it’s about doing the right thing and delivering on our purpose to help our clients achieve financial security.

The term client refers to our customers, clients, former clients, and prospective clients. Privacy regulations are founded upon three definitions:

Consumer: a person who has not entered into an investment advisory relationship but has disclosed nonpublic personal information to our firm.
Client: a person who has entered an investment advisory or planning relationship with our firm.
Confidential Information: personally identifiable private information that is not available from public sources about a client or consumer. It generally includes name, address, age, social security number, assets, income net worth, account balances, account numbers, beneficiary information, or investment history.

Our firm collects nonpublic information about clients and consumers. We will not share nonpublic information about clients or consumers with third parties not affiliated with our firm, except as noted below:

To complete transactions or account changes, as directed by the client
To maintain or service a client’s account
If requested by the client
With entities under common ownership and control of our firm
With contracted third parties who require the information to develop, support, supply, and deliver services
If our firm is required or permitted by law or regulatory authorities with jurisdiction over the firm

We restrict access to confidential personal information to those employees who need to know that information to provide services for our clients. We maintain physical, electronic, and procedural safeguards to comply with federal standards to guard confidential personal information. We are required by law to deliver this Privacy Notice to our clients annually, in writing. We continue to safeguard and keep confidential the personal and financial information of all present and past clients.

If you have any questions regarding this privacy notice, please contact us at info@mcbeathfinancial.com

Client Privacy Policy

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CLIENT PRIVACY POLICY

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