6 Cabriolet Lane,
At Progressive Financial Planning Services, Inc. we are committed to safeguarding the confidential information of our clients. We hold all personal information provided by you to our firm in the strictest of confidence.
These records include all personal information that we collect from you in connection with any of the services provided by Progressive Financial Planning Services, Inc. We have never disclosed information to nonaffiliated third parties and do not anticipate doing so in the future. If we were to anticipate such a change to our policy, we would be prohibited by law to do so without first advising you.
As you know, we use health and financial information that you provide us to help you meet your personal financial goals. However, we do everything possible to guard you from any real or perceived infringements of your rights of privacy. Our policy with respect to personal information about you is as follows: