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Blazing Star Financial, LLC ("BSF") values the trust you place in us. We are committed to protecting your privacy and maintaining the confidentiality of your personal information. This privacy policy outlines how we collect, use, and safeguard your information in accordance with industry best practices and regulatory requirements. 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 collect information about you to understand your financial needs and goals better, allowing us to provide tailored investment and planning-related services. Additionally, we gather information to fulfill our legal obligations under Federal and State laws and regulations.
What Information We Collect and Maintain
We may collect various types of nonpublic personal information during our interactions with you, including your name, address, social security number, date of birth, financial information, and any details relevant to servicing your financial needs. We may obtain this information during meetings, from documentation you provide, or from third parties.
What Information We Disclose
In limited circumstances, we may disclose your personal information to unaffiliated third parties, such as our clearing firm or independent contractors hired by BSF to provide planning or investment management services. However, we will not disclose your personal information unless one of the following conditions is met: we receive your prior written consent, have documentation proving the recipient's authorization, or are legally required to disclose information. Arrangements with unaffiliated companies or independent contractors are governed by confidentiality agreements to protect your personal information.
How We Protect Your Personal Information
Protecting your privacy is a top priority at BSF. We restrict access to client information to authorized personnel only and maintain physical, electronic, and procedural safeguards to prevent unauthorized access or disclosure of your personal information.
Contact Information
If you have any questions, concerns, or comments about how we handle your personal information, please contact us at 785-379-6333 or hello@blazingstarfinancial.com.
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