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Privacy Notice:

Lifestyle Financial Strategies, LLC has always worked hard to maintain the highest standards of confidentiality and to respect the privacy of our client relationships.  In that regard, we are providing this Privacy Notice to all of individual clients who obtain financial products and services from us for personal, family or household purposes, in accordance with the Title V of the Gramm-Leach-Bliley Act of 1999 and its implementing regulations.  This notice supplements any privacy policies or statements that we or our affiliates may provide in connection with specific products or services.

The Information We Collect About You.  The non-public personal information we collect about you (your “Information”) comes primarily from the account applications or other forms you submit to us.  We may also collect Information about your transactions and experiences with us, our affiliates, or others relating to the products and services we provide.  Also, depending on the products or services you require, we may obtain additional Information from consumer reporting agencies.

Our Disclosure Policies.  We do not disclose your Information to anyone, except as permitted by law.  This may include sharing your Information with non-affiliated companies that perform support services for your account or process your transactions with us.  It may also include sharing your Information with our transaction processing and custodial service providers to bring you the full range of services and products available from Shareholder Service Group, Inc. and Pershing, LLC (a division of the Bank of New York).  Additionally, it may include disclosing your Information pursuant to your express consent, to fulfill your instructions, or to comply with applicable laws and regulations.

Our Information Security Policies.  We limit access to your Information to those of our employees and service providers who are involved in offering or administering the products or services that we offer.  We maintain physical, electronic, and procedural safeguards that are designed to guard your Information.

If our relationship ends, we will continue to treat the Information as described in this Privacy Notice.

If for any reason you wish to restrict Lifestyle Financial Strategies, LLC from sharing Information with any other person or institution, you may ask to “opt out” by writing Lifestyle Financial Strategies, LLC, 100 Riverview Center, Ste. 316, Middletown CT 06457 and stating that you do not wish us to share any of your Information with any other person or institutions.

If you have any questions about these Privacy Policies, if you would like another copy, or if you have any questions regarding your account, please contact Lifestyle Financial Strategies, LLC, 100 Riverview Center   Ste. 316, Middletown CT 06457.

Telephone: 860.344.8356                        Fax: 860.344.5642

Thank you,
Lifestyle Financial Strategies, LLC


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100 Riverview Center, Suite 316, Middletown, CT 06457
Phone: 860.344.8356

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