Gallant Financial 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. Gallant Financial 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. Gallant Financial Planning will provide this privacy statement to all clients annually.
We want our clients to understand what information we collect, how we use it, and how we protect your personal information.
We gather information about you so that we can:
We may collect the following types of “nonpublic personal information” about you:
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 TD Ameritrade/Schwab or independent contractors hired by Gallant Financial Planning.
Otherwise, Gallant Financial Planning will not disclose any personal information about you or your account(s) unless one of the following conditions is met:
Arrangements with companies or independent contractors not affiliated with Gallant Financial Planning will be subject to confidentiality agreements.