Life Planning, Inc. (“LPI”) is committed to maintaining the trust and confidence of our clients. Protecting your privacy is a top priority of ours. We are required by law to provide our clients with this privacy notice and to explain how we collect, use and safeguard your personal and financial information. The following describes our Privacy Policy. Kindly take a moment to review it and contact us with any questions at (877) 438-7878.

In the course of providing estate and business planning products and other legal services to you, we collect non-public personal information about you from the following sources:

  • Information that you provide to us by way of the data-gathering process, whether by telephone or in person, such as name, address, social security number, types of assets and amounts of investments, transactions and income
  • Information that you provide to our Life Planning Advocates and affiliated and non-affiliated companies, including types and amounts of investments, account balances and parties to transactions
  • Information obtained when verifying the information you provide to us on applications and questionnaires

Keeping your information secure is one of our most important responsibilities. We restrict access to your nonpublic information to those employees and agents who need to know that information in order to provide appropriate products and services to you. We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information. We do not sell or disclose your personal information to third parties, except as required by law. We reserve the right to change this policy at any time and will notify you if any changes occur.

If you have any questions after reading this Privacy Policy, please contact us in writing at the following address: