Notice of Privacy Policy and Procedures

Lenander Financial Advisory, Inc. recognizes and respects the privacy of our clients. We provide this notice to you so that you will know what kinds of information we collect and the circumstances in which that information may be disclosed to third parties not affiliated with Lenander Financial Advisory, Inc.

Collecting Client Information
We collect and maintain nonpublic personal information to service your accounts, understand your financial needs and comply with certain laws and regulations. This information may be collected from various sources including:

• Information you provide to us on applications, profiles or other forms. This may include your name, address, social security number and information about your investment goals and risk tolerance.
• Information from your account history. For example, copies of confirmations or statements which may include information about investment transactions and/or the balances in your account.
• Correspondence between you and Lenander Financial Advisory, Inc.
• Information from third parties. For example, information provided by your accountant, attorney, broker or agent.

Securing and Maintaining Information
We are committed to protecting unauthorized access to your nonpublic personal information. We maintain physical, electronic, and procedural safeguards to protect the nonpublic personal information we collect and maintain about you and your accounts and to ensure the information maintained is accurate. 

Sharing Information with Outside Companies
We value and respect the relationship you’ve built with us. In an ongoing effort to protect your nonpublic personal information, we will not directly or indirectly share nonpublic personal information with third parties except as outlined below:

• As Authorized. If you request, direct or authorize the disclosure of the information.
• As Permitted by Law. For example, to service providers who provide investment products or services to you or to respond to a subpoena or similar legal process.

Handling Former Client Information
We will handle nonpublic personal information about our former clients in the same manner that we handle the same information for our current clients. Information regarding all clients will be retained for a period of time required by applicable law and prudent business practices.