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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SMS Terms & Conditions and Privacy Policy 

 

Kidd Advisors ("we," "our," "us") offers SMS alerts to communicate important updates, promotions, and information. 

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To subscribe to our SMS program, you can: Text START to 734-293-0055, or Opt in through other approved sign-up methods. By opting in, you provide express consent to receive recurring SMS messages from Kidd Advisors at the phone number provided. Message and data rates may apply. Check with your mobile carrier for details on your plan.

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You can cancel SMS alerts at any time by replying STOP to any message you receive. Once you opt-out, you will receive a confirmation message, and no further messages will be sent to your mobile device. For help or more information, reply HELP to any message or contact us at: admin@kiddadvisors.com or call us at 734-293-0055

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Our SMS program is supported by major U.S. carriers. However, we are not responsible for delayed or undelivered messages, which may be caused by carrier issues or other factors beyond our control. By subscribing, you certify that: You are the owner or authorized user of the mobile device used to opt-in. You are at least 18 years of age or have parental/guardian consent. We reserve the right to modify these Terms & Conditions at any time. Changes will be posted on our website, and your continued participation in the SMS program constitutes acceptance of the updated terms. 

 

At Kidd Advisors, we value your privacy. This policy explains how we collect, use, and protect your information when you visit our website or use our services. When you contact us, sign up for services, or subscribe to communications, we may collect:

• Name

• Email address

• Phone number (including SMS opt-ins)

• Address

• Payment or billing information (for service payments)

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When you interact with our website, we may automatically collect:

• Browser type and version

• IP address

• Pages visited

• Device information

• Cookies and similar technologies

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We use the information collected to provide services to you, communicate with you, including SMS alerts, improve our website and services process payments securely, and comply with legal requirements. We do not sell your personal information. We may share your information with legal authorities if required to comply with applicable laws or protect our rights. You may opt-out of communications by replying STOP to unsubscribe from SMS messages or contact us at admin@kiddadvisors.com. Contact us at 734-293-0055 or admin@kiddadvisors.com to request updates to your personal information.  You have the option to adjust your browser settings to disable cookies, though this may affect website functionality.  We implement appropriate security measures to protect your information. While we strive to protect your data, no method of transmission over the internet is 100% secure. Our website may include links to third-party websites. We are not responsible for the privacy practices or content of those websites. Please review their privacy policies before sharing your information. Our website and services are not intended for individuals under the age of 13. We do not knowingly collect personal information from children. We may update this Privacy Policy from time to time. Changes will be posted on this page with the updated effective date.

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