Pursuit Planning and Investments, LLC recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Pursuit Planning and Investments, LLC will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Pursuit Planning and Investments, LLC will provide the privacy statement to all clients annually.
We want our clients to understand what information we collect, how we use it, and how we protect your personal information.
Why We Collect Your Information
We gather information about you so that we can:
Help design and implement the investment and planning related services we provide you; and
Comply with the Federal and State laws and regulations that govern us.
Carry out marketing analysis.
Make improvements to our website.
What Information We Collect and Maintain
We may collect the following types of “nonpublic personal information” about you:
Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.
Information that we generate to service your financial needs.
Information that we may receive from third parties with respect to your financial profile.
We may collect the following types of information from using our website:
Information submitted to contact forms on our website.
Information and data regarding website use.
When you visit our website, we may collect data from you automatically using cookies. Cookies are small text files used by websites to recognize and remember you. These cookies track things such as how much time you spend on the site and the pages you visit.
Our website uses different types of cookies. Some cookies are used by third party providers within our pages, like Google Analytics. Other plugins or apps using cookies on our website include Schedule Once, Wix, and 123FormBuilder.
What Information We Disclose
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm or independent contractors hired by Pursuit Planning and Investments, LLC. If the Financial Planner/Financial Adviser leaves Pursuit Planning and Investments, LLC to join another firm, he or she may be permitted to retain copies of client information so that they can assist with the transfer of client accounts and continue to serve the client at their new firm.
“Opting-Out” of Third Party Disclosures: If you do not want your Financial Planner/Financial Adviser to retain copies of your client sensitive information when he or she leaves us to join another firm, you may contact us by calling 971-803-5948.
Otherwise, Pursuit Planning and Investments, LLC will not disclose any personal information about you or your account(s) unless one of the following conditions is met:
We receive your prior written consent; or
We have documentation that the recipient is your authorized representative; or
We are required by law to disclose information to the recipient
Arrangements with companies or independent contractors not affiliated with Pursuit Planning and Investments, LLC will be subject to confidentiality agreements.
How We Protect Your Personal Information