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Privacy Notice

We deliver a Privacy Notice to all our clients initially upon establishing our relationship and annually thereafter. We believe it important that you understand our uses of the information we gather from you.

In performing our services for you, we may gather non-public personal information about you, as follows:

● Information we receive from you in our conversations, discussions
and interviews.

● Information relating to the services we render to you.

● Information you deliver to us in a written or other format, however
developed.

● Information prepared by and delivered by third parties acting on your
behalf.

Please be advised that we do not disclose any non-public personal information about you to anyone except as permitted by law. Further, we restrict access to nonpublic personal information about you to those employees and certain service providers who need to know that information for us to provide services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

If you have any questions about our privacy notice, we request that you contact us promptly. We value our relationship with you and want to assure that our policies and procedures are clear and acceptable to you.

 
 

Retirement Plus, Inc. is an SEC Registered Investment Advisory and financial planning firm. Currently the firm is licensed to serve clients in the following states: Missouri, Kansas, Arkansas, California, Colorado, Florida, Illinois, Maryland, New York, Ohio, Virginia, West Virginia and Washington D.C.

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Retirement Plus, Inc., a registered investment advisor and separate entity from LPL Financial.

CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.


Retirement Plus Inc. Personal Financial Plan