Pursuant to the Gramm-Leach-Bliley Act, Cygnet Financial Freedom House (your financial planning firm and Registered Investment Advisor) has created this privacy statement in order to comply with The Act. The following discloses our information gathering and dissemination practices for your account:
Your Personal Information
Our firms' account forms requires consumers to give us personal information (like their name and address), unique identifiers (like their social security number), financial information (like their account numbers, net worth), and demographic information (like their zip code, age, or income level). Financial information that is collected is used to check the users' qualifications for having an account and for other purposes. Unique identifiers (such as social security numbers) are collected for use as required by the IRS.
Security and Confidentiality Procedures
Our firm has security measures in place to protect the loss, misuse and alteration of the information under our control. We distribute the personally identifiable information only to third parties when necessary to conduct securities, investment advisory, insurance, or financial planning business, or otherwise service the account. We do not publicly post or otherwise distribute personally identifiable information.
If you have any questions about this privacy statement, the practices of our firm, or your dealings with the firm you can contact us in the following manner:
Cygnet Financial Freedom House
4139 W Walton Blvd, Suite D
Waterford, MI 48329
tel: (248) 673-2900
fax: (248) 673-5312
Ted Lakkides, CFP®, President