Life Financial is in the business of providing personal financial, legal and income tax preparation services. We are required by law to inform our clients of our policies regarding privacy and client information. Since our inception, we have always been committed to protecting your personal information and right to privacy. This privacy notice applies solely to information collected by this website.
We collect non-public personal information about you that is provided to us by you or obtained with your authorization. We collect and use this information to service your accounts and respond to your requests.
For current and former clients we do not disclose any non-public personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you. We may refer this information to an affiliated financial service or tax professional where such referral is thought to be in your interest. When the user signs up for these services, we will share names, or other contact information that is necessary for the third party to provide these services. These parties are not allowed to use personally identifiable information except for the purpose of providing these services. We restrict access to non-public personal information to those professionals necessary to helping you achieve your goals, and we maintain physical, electronic and procedural safeguards to guard your non-public information.
We are the sole owners of the information collected on this site. We only have access to collect information that you voluntarily give us via email or by requests for information from us. This includes information received from direct contact with you. We will not sell or rent this information to anyone.
We will use this information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than necessary to fulfill your request, e.g. to set an appointment or send a newsletter.
Unless you ask us not to, we may contact you via email in the future to tell you about specials, new products or services, or to change this privacy policy.
You may opt out of any future contacts from us at any time. To limit our communication with you or to opt out of receiving our communication, please contact us.
This website contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.
Employees must follow procedures with respect to maintaining the confidentiality of our clients' non-public information.
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Please call us with any questions or concerns about how your information is used. We respect your right to privacy and maintaining high standards, professional ethics and quality financial services is of utmost importance to us.
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If just one of these items are a concern you need to call us NOW at (260) 444-4060.
Financial Advisor for all of Allen County local to:
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While acting as a financial planner or financial advisor we can help with:
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LIFE FINANCIAL
1910 St. Joe Center Road, Suite 32
Fort Wayne, IN 46825
Tel: (260) 444-4060
DISCLAIMER: This website is for informational purposes only and does not constitute a complete description of our services or performance. This website is in no way a solicitation or offer to sell services except, where applicable, in states where we are licensed or where an exemption or exclusion from such license exists. Information throughout this site, whether charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing in this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESS OR IMPLIES, AS TO ACCURACY, COMPLETENESS OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE. All logos and trademarks are the property of the respective trademark owners. Use of third-party trademarks shall not be construed as affiliation, endorsement or joint venture. ® and TM denote registered trademarks in the United States and other Countries.