We don't share your information.

Your information is kept secure, confidential and private.

We know what it's like to receive emails that you never signed up for. Holistic Financial Planning (HFP), is committed to keeping any and all personal information collected of those individual's that visited our website and make use of our online facilities services accurate, confidential, secure and private.  Our privacy policy has been designed and created to ensure those affiliated with HFP of our commitment and realization of our obligation not only to meet but to exceed most existing privacy standards.

THEREFORE, this Privacy Policy Agreement, shall apply to holistic-financial-planning.com, and thus it shall govern any and all data collection and any usage thereof.  Through the use of holisticfinancialplanning.com you are consenting to the following data procedures expressed within this agreement.

 

Collection of Information

It is highly recommended and suggested that you review the private policy and statements of any website you choose to visit or frequent as a means to better understand the way in which other websites garner, make use of and share information collected.

Use of Information Collected

HFP may collect and may make use of personal information to assist in the operation of our website and to ensure delivery of t services you need and request. At times, we may find necessary to use personally identifiable information a􀀂 means to keep you informed of other possible product and/or services that may be available to you from Holistic Financial Planning and holisticfinancialplanning.com and may also be in contact with you with regards to completing surveys and research questionnaires related to your opinion of current or potential future services that may be offered.  Holistic Financial Planning may disclose your personal information, without prior notice to you, only required to do so in accordance with applicable laws, and/or in a good faith belief that such action is deem necessary or is required in an effort to: 

  • Remain in conformance with any decrees, laws and/or statutes or in an effort to comply with any process which may be served upon HFP may be served upon.
  • Maintain, safeguard and/or preserve all the rights and/or property of HFP; and
  • Perform under demanding conditions in an effort to safeguard the personal safety of users of HFP and/or the general public.

Unsubscribe or Opt-Out
All users and/or visitors to our website have the option to discontinue receiving communication from us and/or reserve the right to discontinue receiving communications by way of email or newsletters. To discontinue or unsubscribe to our website please send an email that you wish to unsubscribe to holistic financial planning. If you wish to unsubscribe or opt-out from any third party websites, you must go to that specific website to unsubscribe and/or opt-out.

Links to Other Web Sites
Our website does contain links to affiliate and other websites. Holistic Financial Planning does not claim nor accept responsibility for any privacy policies, practices and/or procedures of other such websites. Therefore, we encourage all users and visitors to be aware when they leave our website and to read the privacy statements of each and every website that collects personally identifiable information. The aforementioned Privacy Policy Agreement applies only and solely to the information collected by our website.

Security

Holistic Financial Planning shall endeavor and shall take every precaution to maintain adequate physical, procedural and technical security with respect to our offices and information storage facilities so as to prevent any loss, misuse, unauthorized access, disclosure or modification of the user's personal information under our control. Changes to Privacy. Policy. Agreement reserves the right to update and/or change the terms of our privacy policy, and as such we will post those change to our website homepage at holisticfinancialplanning.com, so that our users and/or visitors are always aware of the type of information we collect, how it will be used, and under what circumstances, if any, we may disclose such information. If at any point in time.

If at any point in time, HFP decides to make use of any personally identifiable information on file, in a manner vastly different from that which was stated when this information was initially collected, the user or users shall be promptly notified by email. Users at that time shall have the option as to whether or not to permit the use of their information in this separate manner.

Acceptance of Terms
Through the use of this website, you are hereby accepting the terms and conditions stipulated within the aforementioned Privacy Policy Agreement. If you are not in agreement with our terms and conditions, then you should refrain from further use of our sites. In addition, your continued use of our website following the posting of any updates or changes to our terms and conditions shall mean that you are in agreement and acceptance of such changes.

How to Contact Us

Email: c.bissonnette@lpl.com

Holistic Financial Planning
6 Venture, Suite 390  Irvine, CA
949.788.7700    949.590.9940 direct