Privacy Policy

Kobel Financial Planning provides the delivery of financial services to individuals and businesses. In providing these services we care deeply about maintaining your privacy. 

We do not sell your personal information to anyone

At Kobel Financial Planning we do not sell any nonpublic personal information. We pledge to protect and safeguard the privacy of your information and it will remain confidential.

Type of Information Collected

Any personal information that you provide us is for the purpose of servicing your financial needs. Kobel Financial Planning does not disclose nonpublic personal information about our clients to any nonaffiliated parties, except as permitted by law. This permitted disclosure may include providing information to companies that perform support services on your behalf or to other firms that assist us in providing you with products and services. Examples of these companies may include brokers, mutual funds, stock transfer agents, insurance providers and any others required by law.

If requested, we will interact with other professionals or representations on your behalf. We will not provide confidential information without your explicit permission.

Our Privacy Procedures

We restrict access to your nonpublic personal information to those employees, subcontractors and affiliates who need to know that information to provide products or services to you. As a condition of hiring, we require individuals to sign a non-disclosure agreement to prevent dissemination of your private information.

We maintain physical, electronic, and procedural safeguards that comply with applicable regulations to safeguard your nonpublic personal and financial information. Kobel Financial Planning retains the information collected for as long as required by law or regulation.