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| Privacy StatementGreen
Lake Financial Partners, an independent financial planning firm,
is committed to safeguarding the confidential information of its
clients. We hold all personal information provided to us in the
strictest confidence. These records include all personal information
that we collect from you in connection with any service provided by
Green Lake Financial Partners. We have never disclosed information to
unaffiliated third parties, except as permitted by law, and do not
anticipate doing so in the future. If we were to anticipate such a
change in firm policy, we would be prohibited under the law from doing
so without advising you first. We use information that you provide to
us to help you meet your personal
financial goals while guarding against any real or perceived
infringements of your rights of privacy. Our policy with respect to
personal information about you is listed below.
We limit employee access to information only to those who have a
business or professional reason for knowing, and only to nonaffiliated
parties as permitted by law. (For example, federal regulations permit
us to share a limited amount of information about you with a brokerage
firm in order to execute securities transactions on your behalf, or so
that our firm can discuss your financial situation with your accountant
or lawyer.)
We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
The categories of nonpublic personal information we collect from a
client depend upon the scope of the client engagement. It will include
information about your personal finances, information about your health
to the extent that it is needed for the planning process, information
about transactions between you and third parties, and information from
consumer reporting agencies.
For unaffiliated third parties that require access to your personal
information, including financial service companies, consultants, and
auditors, we also require strict confidentiality in our agreements with
them and expect them to keep this information private. Federal and
State regulators also may review firm records as permitted by law.
We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose.
Personally identifiable information about you will be maintained during
the time you are a client, and for the required time thereafter that
such records are required to be maintained by federal and state
securities laws. After this required record retention, all
such information will be destroyed.
Please feel free to contact Ward Williams, Principal of Green Lake Financial Partners, if you have any questions regarding this information.
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