Outlive Financial Planning Privacy Policy
Outlive Financial Planning LLC ("OFP") recognizes that our relationships with current and prospective clients are built on integrity and trust. We value the information you share with us and are committed to protecting your privacy. This policy explains what information we collect, how we use it, and how we protect it.
Why We Collect Your Information
We collect your personal information in order to:
- Design and implement the financial planning and investment services we provide to you
- Comply with applicable federal and state laws and regulations
What Information We Collect and Maintain
We may collect the following types of nonpublic personal information ("NPI"):
- Information from consultations, such as your name, contact information, date of birth, Social Security number, and financial details
- Information we generate to provide services tailored to your financial goals
- Information received from third parties in connection with your financial needs
What Information We Disclose
We do not sell your personal information. We may disclose NPI to third parties only as permitted by law, including:
- Third parties who assist in supervising or managing your accounts (e.g., custodians, sub-advisors, attorneys)
- Service providers who help us deliver services (e.g., cloud storage, compliance systems)
- Your authorized representatives (e.g., Power of Attorney)
- When required by law or with your prior consent
- In connection with a merger, sale, or business transition
- As otherwise permitted under applicable regulations
We do not share your information with affiliates or third parties for marketing purposes. If we ever change this policy, we will notify you and provide an opportunity to opt out.
How We Protect Your Information
We restrict access to client information to those who need it to perform their duties. We use physical, electronic, and procedural safeguards to protect your information from unauthorized access, use, or disclosure. All non-affiliated contractors are required to uphold confidentiality agreements.
Former Clients
If you are no longer a client, this Privacy Policy still applies. We retain records as required by law and continue to treat your personal information with the same care and confidentiality.
Use of Cookies and Website Tracking
OFP's website may use cookies or similar technologies to enhance functionality, personalize your experience, and track anonymous site usage. You may adjust your browser settings to limit or disable cookies.
Your Rights (California Residents)
California residents may request access to or deletion of personal data in accordance with the California Consumer Privacy Act (CCPA). To make a request, contact us using the information below.
Contact Us
If you have any questions about our privacy policies or how your data is used, please reach out:
California residents may request access to or deletion of personal data in accordance with the California Consumer Privacy Act (CCPA). To make a request, contact us using the information below.