All written content on this web site is for information purposes only. The opinions expressed herein are solely those of Warren F. McIntyre, Principal, VisionQuest Financial Planning LLC and his editorial staff. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Links to other sites endorsing a security or action should not be construed to be a recommendation of that security or action by any member of VisionQuest Financial Planning LLC. Fee-only financial planning and investment advisory services are offered through VisionQuest Financial Planning LLC in the state of Michigan. The presence of this web site on the Internet shall in no direct or indirect 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 Michigan.
VisionQuest Financial Planning LLC is committed to safeguarding the confidentiality, integrity and security of the personal information that is entrusted to us.
All personal information provided to our firm is held in the strictest confidence. The categories of non-public information that we collect from you may include information:
- about your personal goals and financial situation;
- about your health to the extent needed for the planning process;
- about transactions between you and third parties; and
- from consumer reporting agencies.
Access to your information is limited. Only employees and agents who have a business or professional reason for knowing your information are allowed access.
We do not share client information with other companies for marketing purposes.
We do not share information with nonaffiliated parties except as required or permitted by law or by your consent. For unaffiliated parties that require access to personal information, such as financial services companies, consultants and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this information private. For example, federal and state regulators may review firm records as permitted by law. Federal regulations permit us to share a limited amount of information about you so our firm can discuss your financial situation with your accountant or lawyer.
We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
Personally identifiable information about you will be maintained during the time you are a client, and for the time period that such records are required by the federal and state securities laws, and consistent with the CFP Board Code of Ethics and Professional Responsibility. After that time, information may be destroyed.
Investment Advisor Disclosure
As a Registered Investment Advisor in the State of Michigan, we are required to file and provide the following disclosure document to clients and prospects.
Review our Form ADV Part 2 Brochure
All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of the copyright owner. Certain text, articles and VisionQuest logos: (C) 2002 VisionQuest Financial Planning LLC, Warren F. McIntyre, Principal.
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