Privacy Policy

The Breadwinners collects personal information from its clients to assist in their financial journey. Collecting this information requires a level of trust that The Breadwinners will uphold to the highest standard

Our policy is to keep this information confidential and strictly safeguarded, and to use or disclose it only as needed to provide services to you, or as permitted or required by law.  This policy is applicable to information for current and former clients.

Information we collect

The personal information we collect directly from you includes information required to communicate with you and assist us in effectively addressing your financial needs.  This information could include:

• Your name and address
• Financial objectives and experience
• Financial circumstances
• Account balance and account transactions
• Social security number
• DOB

We collect your personal information, for example, from the following sources:

• Information we receive from you during consultations
• Information received from credit reports

How information is used

We use information about you to provide our financial planning services to you.  From time to time, we may be required to give information about our business to regulatory authorities.  This may include personal information about you.  We do not sell your personal information to anyone.

How information is protected

We have procedures in place that we believe are reasonably designed to protect the security and confidentiality of your information.  These include confidentiality agreements with companies we hire to help us provide services to you, password-protected user access to our computer files, training of employees, and strict confidentiality policies that apply to all employees.

Contact information

If you have any questions, concerns, or comments about our privacy policy, you may contact us at 216-571-5060