Info

Retirement Planning Services, Inc. is committed to the confidentiality and security of the personal and financial information that you provide to us. We appreciate and honor your trust in us and consider your data to be privileged. The information that we gather, both on our own forms and on copies of statements from your other financial partners, is used solely for the purpose of creating a personal financial plan for your use. Our client list, and personal information about our clients, is never shared with any third party. On occasion, our clients request that we consult with other professionals such as accountants, realtors or attorneys on their behalf. In this instance, we will discuss your personal information only with your express consent to do so.