Privacy Policy

Privacy Policy

Firm Policy

WEALTHCARE FINANCIAL GROUP, INC.‘s Privacy Policy covers the practices of all nonpublic personal information of our current and former clients.

WEALTHCARE FINANCIAL GROUP, INC. Policy is designed to comply with applicable privacy laws, including the Gramm-Leach-Billey Act (“GLBA”), and to protect nonpublic personal information of the firm’s clients.

Firm Background:

Guidelines for Protecting Client Information

In accordance with Regulation S-P, financial institutions are required address the steps that it takes in order to protect client information. This information should be document in policies, procedures, and a notice sent to clients.

The standards that must be upheld are:

  1. Ensure the security and confidentiality of client records and information;
  2. Protect against any anticipated threats or hazards to client records and information; and
  3. Protect against unauthorized access to or use of client records or information that could result in substantial harm or inconvenience to any client.

Firm Responsibility

Martin Smith or Authorized Person is responsible for ensuring that the privacy policy covers the responsibilities and obligations to secure all nonpublic personal information of our current and former clients.

Additional Information:

 

Firm Procedure

Martin Smith or Authorized Person will monitor the firm’s privacy policies and procedures and will make any updates as warranted


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