Lenander Financial Advisory - Financial Planners, Investment Advisors, Portfolio Managers located in Richfield, MN.

PRIVACY STATEMENT

Planners Financial Services, Inc., a Financial Industry Regulatory Authority (FINRA) member firm and also a Securities Exchange Commission (SEC) registered investment advisory firm, is an independent financial planning and money management firm committed to maintaining the privacy of its clients. We hold your personal information in the strictest confidence.

We have never disclosed information to non-affiliated third parties, except as directed by you or permitted by law, and we pledge to continue this strict policy in the future. If we were to change our policy, we are required by law to inform you first. In such case we would give you a detailed explanation of the rationale for any such change and obtain your permission.

We use your personal financial and health information to help you achieve your life goals, but we are also careful to protect your privacy.

We limit employee and agent access to information to only those with a business or professional reason to know, and only to non-affiliated parties as permitted by law. For example, federal regulations permit us to share a limited amount of information about you with a brokerage firm to execute securities transactions. We discuss your financial situation with your accountant or attorney only after explicit direction from you. Federal and State regulators also may review firm records as permitted by law.

We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk. We utilize the highest level available for data encryption plus computer firewalls for all electronic data. We also require this of all our representatives.

We do not provide any information about you to mailing list vendors or solicitors for any purpose.

We maintain personal information on you in locked files while you are a client and for a period of time thereafter as required by Federal and State securities laws. After this required period of record retention, we destroy all such information.

The personal information we collect will depend upon the scope of our engagement. It can include information regarding personal finances, health information, consumer reporting information and transaction information between you and third parties.

For unaffiliated third parties that require access to your personal information, such as financial service companies, consultants and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this information private.