Self Worth Financial Planning

Disclosure
Privacy Statement

Self Worth Financial Planning Privacy Statement

Self Worth Financial Planning, a Fee-Only financial planning firm, is committed to safeguarding the confidential information of its clients. We hold all personal information provided to our firm in the strictest confidence. These records include all personal information that we collect from you or receive from other firms in connection with any of the financial services provided by Self Worth Financial Planning. We also require other firms with whom we deal to restrict the use of your information.

When you visit our website, the following data is collected;

  • The type of browser used;
  • Geographical region the connection is originating from;
  • Date and time of the connection;
  • Pages visited during the connection;
  • Date and time the connection was severed;

This information is used solely to determine traffic patterns on the site. No personal information is collected at any time. Any personal correspondence to us that originates from this site via one of the email links, will be for internal use only and treated confidentially. We do not disclose personal information to any third-party without consent.

A complete privacy statement concerning our firm's policy is available upon request. You may obtain it via e-mail or U.S. Mail by sending your request to Martin Mesecke CFP (r) via Contact us or by calling (972)731-6721.

For a printable copy of this statement click on the iconAdobe Acrobat (pdf)