Kidd Financial Planning, LLC Privacy Policy 

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Kidd Financial Planning, LLC is committed to client confidentiality and the protection of  your privacy. The following information is provided, as required by law, to help you  understand our privacy policy and how we will handle and maintain confidential personal  information as we fulfill our obligations to protect your privacy. "Personal information"  refers to the nonpublic financial information obtained by Kidd Financial Planning, LLC in  connection with carrying out our services. 

 

Information We Collect 

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Kidd Financial Planning, LLC collects personal information as part of our relationship to  you, to provide client services and fulfill legal and regulatory requirements. The type of  information Kidd Financial Planning, LLC collects may include: 

• Information Kidd Financial Planning, LLC receives from you on forms (such as name,  address, Social Security number, profile documents, assets, and income); 

• Information you provide Kidd Financial Planning, LLC directly about your personal  finances or personal circumstances or which Kidd Financial Planning, LLC may  receive from brokerage statements or other information you authorize Kidd Financial  Planning, LLC to receive. 

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Information Disclosed In Administering Products and Services 

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Kidd Financial Planning, LLC will not disclose personal information about current or former  clients to non-affiliated third parties except as permitted or required by law. Kidd Financial  Planning, LLC does not sell any personal information about you to any third party. Kidd  Financial Planning, LLC will not disclose personal information without your authorization,  except as required or permitted by law. 

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Procedures to Protect Confidentiality and Security of Your Personal Information 

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Kidd Financial Planning, LLC has procedures in place that limit access to personal  information to those employees who need to know such information in order to perform  business services. In addition, Kidd Financial Planning, LLC maintains physical, electronic  and procedural safeguards to guard your non-public personal information. 

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Kidd Financial Planning, LLC will update its policy and procedures when necessary to  ensure that your privacy is maintained and that Kidd Financial Planning, LLC conducts  business in a way that fulfills our commitment to you. If Kidd Financial Planning, LLC makes any material changes in its privacy policy, we will make that information available to clients  through our Web site and/or other communications.

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Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Kidd Financial Planning website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy.  Investment Advisory Services offered through Kidd Financial Planning, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.

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