Investment Advisory Services offered through Slagle Financial LLC, an SEC/Registered Investment Advisor. Insurance services offered through ILBS.
Investment advisors, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. Investment advisors have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.
TYPES OF NONPUBLIC PERSONAL INFORMATION WE COLLECT
We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization.
PARTIES TO WHOM WE DISCLOSE INFORMATION
For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared.
PROTECTING THE CONFIDENTIALITY AND SECURITY OF CURRENT AND FORMER CLIENT’S INFORMATION
We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards.
Please call if you have any questions, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
This is designed to provide general information on the subjects covered. It is not intended to provide tax, legal or estate planning advice and cannot be used to avoid tax penalties or to promote, market or recommend any tax plan or arrangement. The firm providing this information is not permitted to provide tax, legal or estate planning advice and all individuals are encouraged to consult with a qualified tax professional prior to making any decisions about their personal situation.
*Daniel Cobb. Caring.com “2021 Wills and Estate Planning Study.” https://www.caring.com/caregivers/estate-planning/wills-survey/. Accessed July 28, 2021.