The categories of nonpublic personal information that we collect from a client depend upon the scope of the client engagement. It may include information about your personal finances, information about your health (to the extent that it is needed for the planning process), information about transactions between you and third parties, and possibly information from consumer reporting agencies.
We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted by law. (For example, federal regulations permit us to share a limited amount of information about you with a brokerage firm in order to execute securities transactions on your behalf, or so that our firm can discuss your financial situation with your accountant or attorney.)
We limit employee access to customer information, to only those employees who have a business or professional reason for such access. This includes any third parties that we engage in such a capacity. These third parties are committed to protecting the confidential information of our clients and are governed by privacy policies similar to this one and as contained in their contracts with Davis Financial Management, Inc.
We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose.
Personally identifiable information about you will be maintained during the time you are a client, and for the amount of time thereafter that such records are required to be maintained by federal and state securities laws, and as consistent with the CFP Board Code of Ethics and Professional Responsibility. After this required period of record retention, all such information will be destroyed.
We take our commitment to the protection of your privacy very seriously. If you have any questions or concerns, please do not hesitate to contact us.
Davis Financial Management, Inc. is a registered investment advisory firm in the State of Kansas. The information on this website is limited to the dissemination of general information pertaining to the services of Davis Financial Management, Inc., and is provided for convenience purposes only. The information on this web site is based on data gathered from sources which we believe to be reliable. It is not guaranteed as to accuracy, does not purport to be complete and is not intended as the primary basis for investment decisions. No client or prospective client should assume that any information presented or made available on or through this website, is a receipt of, or a substitute for personalized financial planning and/or investment consulting advice. Financial planning and investment consulting advice can only be rendered after the delivery of our form ADV Part II to you and the execution of an Investment Advisory and/or Financial Planning Engagement Letter between us. You may obtain a copy of our ADV Part 2 Disclosure by contacting us at firstname.lastname@example.org.