SFG values your relationship with us. We recognize the trust you place in us when you provide non-public personal information to us. We are committed to honoring that trust and protecting the information you share. Our privacy practices safeguard you and that trust. They apply to our prospective and current clients, as well as former clients.
We strive to protect the confidentiality and security of non-public personal information we receive. Our policy restricts access to that information to only those employees and in-house professional advisors who need it to provide services to you. We also maintain physical, electronic, and procedural safeguards to protect it. More particularly, we have made capital investment in our office’s security system.
SFG does not sell information about you to others for any reason. SFG may disclose your non-public personal information that we collect, only as described below:
Before disclosing your information, we require any and all employees, in-house contracted professional advisors, or outside contracted professional advisor to sign a confidentiality agreement to only use the information for the purpose for which it is received.
In the normal course of business, we may collect personal information about you from:
We strive to maintain the accuracy of your information in our possession. In order to help us maintain accuracy, you have the right to reasonably access your information. If you believe any of your information in our possession is inaccurate you may request that we amend or delete the information that you believe to be erroneous. If we concur with your conclusion we will amend or delete the information in question. You may write SFG at our address below to receive our complete policy on accessing and amending your information.
SFG Wealth Planning Services, Inc./SFG Investment Advisors, Inc.
Georgetown Crossing Offices, 3655 Route 202, Suite # 140 Doylestown, PA 18902
We will continue to earn your trust by maintaining the highest level of integrity. We value the confidence you have placed in our service to you. Thank you.
Very truly yours,
SFG Wealth Planning Services, Inc.