At Avea, keeping your personal and financial information secure is one of my most important responsibilities. I recognize that your relationship with me is based on trust, and that you expect me to act responsibly and in your best interests. Because your personal and financial data are your private information, I hold myself to the highest standards in their safekeeping and use.
The Information We Collect About You
We collect data to provide you with the services you requested. We may obtain it from your application and other forms you may complete for us. In addition to the information you provide us, we may receive information about you that you authorized third parties to provide to us.
What We Do With Your Information
We do not sell information about current or former clients or their accounts to third parties. Nor do we share such information, except when needed to complete transactions at your request or where we are required to do so by law. We will also share client name, phone, email and address only in the event of an advisor emergency with Luminate Financial Planning, LLC to assist clients of Avea Financial Planning, LLC during a prolonged advisor absence.
How We Protect Your Data
We restrict access to your data to those employees who need to know the information in order to perform their jobs. To protect your data, we maintain physical, electronic, and procedural safeguards in keeping with industry standards and practices.
We'll Keep You Informed