Privacy Policy

At Frisco Financial Planning LLC we respect the personal financial privacy of all our clients and customers (both current and former). It is important to realize that we understand our clients have entrusted us with private personal financial information, and it is important to us that all employees, officers and clients of our Firm know our policy concerning what we do with that information.

We collect personal financial information about our clients from the following sources:

Information our clients provide to us to complete their financial plan;
Information our clients provide to us in agreements, account applications, and other documents completed in connection with the opening and maintenance of their accounts;
Information our clients provide to us orally; and
Information we may receive from third parties, such as brokerage firms, about our clients’ transactions with us or with others.

We do not disclose any nonpublic personal financial information about our clients to anyone, except in the following circumstances:

When required to provide services our clients have requested;
When our clients have specifically authorized us to do so in writing; or
When permitted or required by law.

Within our company, we restrict access to clients’ personal financial information to the employees who need to know that information. To ensure security and confidentiality, we maintain physical, electronic, and procedural safeguards to protect the privacy of our clients.

In addition, it is important for all employees and officers to understand that everything handled in this office is private and confidential. Nothing about our clients should be discussed outside our offices with family, friends or other clients. Within the office, employees should only discuss what is needed to complete the job. And most importantly never discuss a client’s situation with someone else that may request information about an account unless you are specifically authorized in writing by the client to do so. This includes giving information to a husband on his wife’s IRA account, to a son or daughter about their mom or dad’s accounts, etc.

References to “employees” may also refer to “independent contractors” hired by our company to complete work for our clients.