As of 03/31/2023
Fyooz Financial Planning LLC 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. Fyooz Financial Planning LLC will provide this privacy statement to all clients annually.
Why We Collect Your Information
The information you provide to us is utilized to create conversations and recommendations for you and your partner. We will capture both qualitative and quantitative data to construct financial planning related services. The information we collect must comply with the Federal and State laws and regulations that govern us.
What Information We Collect and Maintain
We may ask for your name, address, social security number, date of birth, and various financial information. We will also inquire about your interests, hobbies, and other ‘non-financial’ information that make up who the two of you are. We utilize all of this information to help service your financial needs. All information obtained is considered confidential. Fyooz Financial Planning may receive information from third parties with respect to your personal profile in conjunction with optimizing our services to you.
What Information We Disclose
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 or independent contractors hired by Fyooz Financial Planning LLC.
Otherwise, Fyooz Financial Planning LLC will not disclose any personal information about you or your account(s) unless one of the following conditions are met:
Arrangements with companies or independent contractors not affiliated with Fyooz Financial Planning LLC will be subject to confidentiality agreements.
How We Protect Your Personal Information
Fyooz Financial Planning LLC prioritizes the importance of your privacy and information. We restrict and limit access to client information only to those who need to carry out their business functions. We educate employees about safeguarding client information and preventing its unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.