529 Expert, LLC – Privacy Statement (February 2022)
529 Expert, LLC is committed to the confidentiality of all personal, non-public information it receives or comes across, regardless of the source.
Why We Collect Personal Information
We gather personal information so we can: (i) facilitate our ability to dispense advice, and (ii) comply with the laws and regulations that govern us. Our policy is to keep this information strictly safeguarded.
We will not disclose any personal or sensitive information about our clients, former clients, or prospective clients to any individual or entity. We do not request clients serve as references unless they have volunteered to do so. Moreover, we will not release information about our clients, former clients, or prospective clients unless one of two conditions is met:
We receive their prior written consent;
We are required by law to do so.