The following privacy policy is provided by .
Our commitment to you
As a Doster Financial Planning investor, you have entrusted to our care not only your hard-earned money but your personal and financial data as well. We recognize that your relationship with us is based on trust, and that you expect us to act responsibly and in your best interests. Because your personal and financial data are your private information, we hold ourselves to the highest standards in their safekeeping and use.
This means, most importantly, that we do not sell client or prospective client information—whether it is your personal information or the fact that you are or may become a Doster Financial Planning client—to anyone. Instead, we use your information primarily to complete transactions that you request or to make you aware of other financial products and services that we offer or sponsor.
The information we collect about you
You provide personal information when you complete a Doster Financial Planning account application. (If you enter information in an online application, we may store the information even if you don't complete or submit the application.) You also provide personal information when you request literature or a transaction that involves Doster Financial Planning or one of the Doster Financial Planning-affiliated companies.
How we handle your personal information
We do not sell information about current or former clients or their accounts to third parties. Nor do we share information about clients or prospective clients, except when needed to complete transactions at your request or to make you aware of related financial products and services that we offer.
Our website uses some of the most secure forms of online communication available, including data encryption, Secure Sockets Layer (SSL) protocol, and user names and passwords. These technologies provide a high level of security and privacy when you access your account information, initiate online transactions, or send secure messages.
How we safeguard your personal information
Within Doster Financial Planning, we restrict access to information about you to those Doster Financial Planning employees who need to know the information in order to perform their jobs, such as servicing your accounts or notifying you of new products and services. To protect your personal information, we maintain physical, electronic, and procedural safeguards in keeping with industry standards and practices, and we review and adjust these safeguards regularly in response to advances in technology.
What you can do
For your protection, we strongly recommend that you do not provide your account information, user name, or password to anyone. If you become aware of any suspicious activity relating to your account, it is your responsibility to contact us immediately.
We'll keep you informed
As required by federal law, we will notify you of our privacy policy annually. We reserve the right to modify this policy at any time, but rest assured that if we do change it, we will tell you promptly.
