Conrad Seastrunk, Florence Financial Advisor, Florence Financial Planner, Florence fee only financial planner,
At Seastrunk Financial, we want to provide financial security for our clients by helping them with their finances. To accomplish this, we need to collect information about you and your family.
What Kinds Of Information Does
Seastrunk Financial Collect And Disclose
We may collect nonpublic personal information about you. This includes:
Information we receive from you on applications or other forms, such as your name, address, Social Security number, assets and income.
Information you authorize us to obtain, such as medical and hospital records. Medical information Seastrunk Financial Management Co. receives about you will not be disclosed without your authorization, except as required by law.
Information about your transactions with us, such as your contract coverage, premium payment and investment history.
We may disclose the above categories of nonpublic personal information about you to non-affiliated business partners in order to complete necessary business transactions on your application, account or contract, or in order to comply with legal requirements such as subpoenas or tax and fraud reporting.
We will not disclose your contract or account numbers to any non-affiliated business partners, except as necessary to complete business transactions. We do not disclose information subject to the Fair Credit Reporting Act except as permitted by law.
Seastrunk is committed to maintaining the confidentiality, integrity and security of personal information we have about our clientele. We have implemented extensive administrative, technical and physical safeguards that include:
Copyright ® 2020 Seastrunk Financial Management, LLC
Seastrunk Financial Management, LLC and Fidelity Investments are independent companies and are not affiliated. There is no form of legal partnership, agency, affiliation or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.