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LifePoint Planning recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. LifePoint Planning will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. LifePoint Planning will provide the privacy statement to all clients annually.
 

We want our clients to understand what information we collect, how we use it, and how we protect it responsibly.
 

Why We Collect Your Information
 

We gather information about you so that we can:
● Help design and implement the investment and planning related services we provide you; and
● Comply with the Federal and State laws and regulations that govern us.

 

What Information We Collect and Maintain
 

We may collect the following types of “nonpublic personal information” about you:
● Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.
● Information that we generate to service your financial needs.
● Information that we may receive from third parties with respect to your financial profile.

 

What Information We Disclose
 

We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm. If the Financial Planner/Financial Adviser leaves LifePoint Planning to join another firm, he or she may be permitted to retain copies of client information so that they can assist with the transfer of client accounts and continue to serve the client at their new firm.
 

“Opting-Out” of Third Party Disclosures: If you do not want your Financial Planner/Financial Adviser to retain copies of your client sensitive information when he or she leaves us to join another firm, you may contact us by calling (844) 505-3618.


Text messaging originator opt-in data and consent will not be shared with any third parties. LifePoint Planning does not share phone numbers collected for SMS consent with third parties or affiliates for marketing purposes. SMS opt-in or phone numbers for the purpose of SMS are not being shared.

Consent for SMS Communication:

Information obtained as part of the SMS consent process will not be shared with third parties.

Types of SMS Communications:

If you have consented to receive text messages from LifePoint Planning, you may receive text messages related to meeting times, emails sent, and/or other relevant information.

Message and data rates may apply.

You can opt-out at any time by texting "STOP."

For assistance, text "HELP" or contact us at www.lifepointplanning.com/contact.

 

Otherwise, LifePoint Planning will not disclose any personal information about you or your account(s) unless one of the following conditions is met:
 

● We receive your prior written consent; or
● We have documentation that the recipient is your authorized representative; or
● We are required by law to disclose information to the recipient

 

Arrangements with companies not affiliated with LifePoint Planning will be subject to confidentiality agreements.

How We Protect Your Personal Information
 

Privacy has always been important to LifePoint Planning. We restrict and limit access to client information only to those who need to carry out their business functions. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.

TERMS AND CONDITIONS

A Terms of Service is a legally binding agreement between a service provider and the user, delineating the rules and conditions for utilizing the service. It typically encompasses aspects such as user rights, responsibilities, and limitations of liability.

1. Introduction
Welcome to LifePoint Planning. By accessing or using our services, including receiving SMS communications, you agree to comply with and be bound by these Terms and Conditions. If you do not agree with these terms, please do not engage with our services.

2. Consent for SMS Communication
By providing your consent to receive SMS communications, you acknowledge and agree to receive text messages from LifePoint Planning at the phone number you provide. Information obtained as part of the SMS consent process will not be shared with third parties.

3. Types of SMS Communications
If you have consented to receive text messages, you may receive SMS communications related to the following:
Customers and Guests: Updates regarding your accounts, meetings, or other relevant information.
Job Applicants: Information about your application status, onboarding materials, or other employment-related updates.

4. Standard Messaging Disclosures
Message and data rates may apply. Standard messaging rates will be charged by your mobile service provider.
You can opt-out of receiving SMS messages at any time by texting "STOP" to the number from which you received the message.
For assistance, text "HELP" or visit our https://www.lifepointplanning.com/privacy-notice 

5. Privacy
We respect your privacy and will only use the information you provide to communicate with you via SMS as outlined above. Your personal data will not be shared with third parties unless required by law or as necessary to deliver the requested service.

6. Modifications
We reserve the right to update or modify these Terms and Conditions at any time. Any changes will be posted on this page with an updated revision date. By continuing to engage with our services, you agree to be bound by any changes to these terms.

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