An Important Notice Concerning Your Privacy

HFH Planning Inc. (HFH) collects nonpublic personal information about you from the following sources:

  • Information we receive from you on applications or other forms; and
  • Information about your transactions with us or others, including other brokerage firms and other financial advisors.

HFH will not disclose any nonpublic personal information about you or your account(s) to anyone unless one of the following conditions is met:

  • HFH receives your prior written consent
  • HFH believes the recipient is your authorized representative
  • HFH is permitted by law to disclose the information to the recipient in order to service your account(s); or
  • HFH is required by law to disclose information to the recipient.

If you decide to close your account(s) or become an inactive customer, HFH will continue to adhere to the privacy policies and practices as described in this notice.

HFH restricts access to your personal and account information to the HFH employees who need to have that information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards to guard your nonpublic personal information.