Protecting ALL of Illinois from the DEVASTATING cost of nursing homes for 35 Years!!!
Protecting ALL of Illinois from the DEVASTATING cost of nursing homes for 35 Years!!!
Privacy Policy on Disclosure of Your Information
THIS DOCUMENT CONTAINS IMPORTANT INFORMATION ON OUR CONCERN FOR PROTECTING YOUR RIGHTS UNDER FEDERAL PRIVACY LAWS
LIGHTHOUSE FINANCIAL & CONSULTING SERVICES, LLC, is a registered investment advisor with the Illinois Securities Department, Office of the Secretary of State. The Department requires financial institutions to disclose how we treat nonpublic information. The following is a description of our policies regarding disclosure of nonpublic information that you provide LIGHTHOUSE FINANCIAL & CONSULTING SERVICES, LLC.
We do not provide any personal or account information about you to third parties without your prior consent except as required by law or to third party service providers as permitted by law.
In providing our services to you, we will disclose information about you to independent third parties that you designate including your custodian, accountants, lawyers, employers or other advisors with your written request or oral instruction. Also, we may be required by law to disclose information about you, as for example, in response to a subpoena or other court order. In limited circumstances, as permitted by law, we may also disclose your personal or account information to a third party service provider or to another financial institution with which we have a joint marketing or agreement.
The firm collects nonpublic personal information about you from the following sources:
• Information we receive from you on contracts and other internal and/or external forms (your name, address, phone number and tax identification number).
• Information about your transactions with the firm and others (your account number, cost basis information, and other financial information).
• Documents that you may provide to us (trust documents, income tax returns, insurance policies, wills and employee benefit programs).
We restrict access to nonpublic personal information about you to those employees who need to know that information in order to provide our services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information. We do not share your nonpublic personal information with companies that perform marketing services.
We take seriously our role as a fiduciary to you and pledge to maintain confidentiality and protect your information. If you have any questions about this policy, please feel to give us a call at (217) 726-0176.