RJL Financial Group Privacy Notice
Commitment to Your Private Information:
RJL Consulting has a policy of protecting the confidentiality and security of information we collect about our clients. We do not, and will not, share non-public personal information (“Information”) about you with outside third parties without your consent, except for the specific purposes described below. This notice has been provided to you to describe the Information we may gather and the situations under which we may need to share it.
Why We Collect and How We Use Information.
We limit the collection and use of Information within our firm to only those individuals associated or employed with us that must have Information to provide financial services to you. Such services include maintaining your accounts, processing transaction requests, and providing the advisory services described in our Form ADV.
How We Gather Information.
We get most Information directly from you when you provide us with information from any of the following sources:
• Applications or forms (for example: name, address, social security number, birth date, assets, income, financial history)
• Transactional activity in your account (for example: trading history and account balances)
• Information services and consumer reporting sources (for example: to verify your identity or to assess your credit history)
• Other sources with your consent (for example: your insurance professional, attorney or accountant)
How We Protect Information.
Sharing Information with Other Companies Permitted Under Law.
We do not disclose Information obtained in the course of our practice except as required or permitted under law. Permitted disclosures include, for instance, providing Information to unrelated third parties who need to know such Information in order to assist us with the provision of services to you. Unrelated third parties may include broker/dealers, mutual fund companies, insurance companies, and the custodian with which your assets are held. In such situations, we stress the confidential nature of Information being shared.
©2019 RJL Financial Group. All Rights Reserved. Investment Advisory Services offered through RJL Financial Group, a Registered Investment Advisory Firm in the State of New Jersey. All written content on this site is for information purposes only. Opinions expressed herein are solely those of RJL Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by RJL Financial Group. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of New Jersey or where otherwise legally permitted. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company. RJL Financial Group does not offer tax or legal advice. Individuals are advised to consult with their own CPA and or attorney regarding all tax and legal matters.