What type of information do we collect?

In order to provide you with the services or products requested, Family Wealth Planning (SFRFAMILY.COM) may collect your name, contact information, credit card information, or other methods of payment. We may also need some other personal information to complete your request. We do not share or otherwise provide thie information to any other party.

How is the information collected utilized?

We collect information via our website, email, phone, mail service, or in person. The information collected is used to fulfill your request, and to provide more personalized service in the future. By reviewing the information collected, Family Wealth Planning (SFRFAMILY.COM) can adapt to our clients ever changing needs.

What does Family Wealth Planning do with my information?

The information collected by Family Wealth Planning (SFRFAMILY.COM) is used to acquire and reserve specific goods and services. Since Family Wealth Planning uses outside vendors, and service providers we sometimes need to provide a third party with your information. While Family Wealth Planning strives to deal only with third parties who hold the same guidelines for privacy and security. Family Wealth Planning can not be held responsible for third party negligence. By providing us with your information, you agree to this disclosure, for the purpose of executing your requests.

Cookies

Cookies are used by the browser when you login to the site, so the web browser/site has a way to identify who you are. All cookie information is only excahnged between your browser and the website, and only for the sole purpose of indentification.

Changes to our Policy