Beacon Wealth Consultants, Inc. is concerned about your privacy. In order to provide high quality financial & estate planning advice, we collect personal information about you. We do not sell your information to third parties, and we disclose your personal information only as necessary to provide the services & advice you expect from a financial & estate-planning leader. This summary of our practices is provided for your information. You do not need to take any action as a result of this notice, but you do have certain rights as described below.

Collecting Information. To conduct our business, we may collect nonpublic personal information about you from:

   applications or other forms, such as name, address, Social Security number, assets and income, employment status and dependent information;

   your transactions with us, our affiliates, or with others, such as account activity, payment history, and products and services purchased;

   consumer reporting agencies, such as credit relationships and credit history. These agencies may retain their reports and share them with others       who use their services;

   other individuals, businesses and agencies, such as motor vehicle reports, and medical and demographic information;

   your attorney, accountant or other professional advisor;

   visitors to our websites, such as information from on-line forms, site visitorship data and on-line information collecting devices commonly called       "cookies.”

How We Treat the Information

   financial service providers, such as third party administrators, broker-dealers, insurance agents and brokers, investment companies, registered      representatives, investment advisors, your attorney, accountant, or other professional advisor, companies that perform marketing services on our      behalf, or to other financial institutions with whom we have joint marketing agreements; and

   non-financial companies and individuals, such as our consultants and vendors and the Medical Information Bureau.

In addition, we may disclose your nonpublic personal information to State or Federal Securities Regulators, medical care institutions or medical professionals, insurance regulatory authorities, law enforcement or other government authorities, or to affiliated or nonaffiliated third parties as reasonably necessary to conduct our business or as otherwise permitted or required by law.

Our privacy procedures apply even after you stop having any customer relationship with Beacon Wealth Consultants, Inc..

We retain the right to use ideas, concepts, know-how, or techniques contained in any nonpublic personal information you provide to us for our own purposes, including developing and marketing products and services.

We do not disclose to our affiliates any information we receive about you from a consumer-reporting agency.

We do not disclose your nonpublic personal information to third parties except as necessary to provide you our services and advice. You do have the right to review the personal information about you relating to any services and advice obtained through us that we can reasonably locate and retrieve. You also can request that we correct, amend or delete any inaccurate information. If you wish to do this, please write Attn: Privacy Inquiry, to the address you normally use for your correspondence with us. If you don’t have that address, write to: Beacon Wealth Consultants, Inc., Attn: Client Services Manager, 324 Washington Ave., SW, Suite B, Roanoke, VA 24016, describe the information you wish to see and enclose payment for our $100.00 handling fee.