Each year under federal and state law all personal financial service providers must disclose their privacy policies to their clients in a written notice. These policies pertain to non-public personal information about current and former clients.
Cornerstone Planning, LLC (d/b/a Cornerstone Wealth Planning) has always protected your right to privacy with professional standards that are even more stringent than those required by law.
In order to assist you with your financial needs, and, in some cases, to comply with professional guidelines, we retain records relating to the services we provide. We have physical, electronic, and procedural safeguards in place to protect these records, and they are accessed internally only on an “as-needed” basis.
Under North Carolina law, as well as our own ethical standards, information you provide us is not disclosed without your consent, except as required by law, rules or regulations under which we practice.
Also, in the course of our engagement with you we may consult with outside technical support. These consultations may be with other financial, tax or accounting professionals, computer professionals or from our various software vendors. These outside professionals may request a copy of a computer file or other document in order to provide the necessary consultation. These consultant/software vendors and computer professionals with whom we deal have their own stringent privacy rules and procedures to safeguard and protect files sent to them.
Please contact us at 704-887-4919 if you have any questions or concerns about this privacy statement.