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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. |
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