Our Privacy Policy and Commitment to Protecting your Privacy
Special Needs Financial Inc. values your business and we thank you for your confidence in choosing our firm as your source of advice and products. As our client, you trust us with your personal information. We respect that trust and want you to be aware of our commitment to protect the information you share in the course of doing business with us.
Your Rights as they pertain to your personal information
When you do business with us, you share personal information so that we may provide you with products and services that best meet your needs. We assume your consent for our firm to use this information in an appropriate manner. We may use and disclose this information in order to:
What We Will NOT Do With Your Information
We will not sell client information to anyone. Nor do we share client information with organizations outside of our relationship with you that use it to contact you about their own products or services. We Strive to Protect Your Personal Information All employees, associated advisors and suppliers who are granted access to client records understand the need to keep this information protected and confidential. They know they are to use the information only for the purposes intended. This expectation is clearly communicated. We’ve also established physical and system safeguards, along with proper processes, to protect client information from unauthorized access or use
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