Protecting your privacy is important to KMH Wealth Management, LLC. As part of our commitment to maintain your trust and confidence, we want you to be informed about our policy to protect and safeguard your information.
The Information We Collect About You
We collect non-public personal information about you that is provided by you on applications or other forms that have been completed with your authorization, such as your name, address, phone number, email address, Social Security number, date of birth, and other financial information. We will not collect any personal information from you that you do not voluntarily provide.
Disclosure of Information About You
We do not disclose any non-public personal information about our clients or former clients except as permitted by law. Permitted disclosures include providing information to our employees and/or our affiliate, Keller & Associates, CPAs, who need such information to provide services to you. In limited situations, we may contact nonaffiliated companies, such as an insurance company, who need to know information to assist us in providing services to you. These third parties are required to treat your private information with the same strict degree of confidentiality that we do. We do not sell, share, or rent personal information to third parties except as described above, nor do disclose your non-public information for marketing purposes.
Our clients’ preferences are automatically set to “do not share” unless we have been informed otherwise.
If you decided to close your account(s) or become an inactive client, we will adhere to the privacy policies and practices as described in this notice.
Confidentiality and Security
We maintain physical, electronic, and procedural safeguards that comply with federal standards and our professional standards to guard your nonpublic personal information. We review and adjust these safeguards on an ongoing basis in response to advances in technology.