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as a client of millennial financial planning LLC (MFP), you share both personal and financial information with us. your privacy is important to us, and we make it a top priority to safeguard such sensitive information.
at no time, does millennial financial planning LLC, our advisors, associates, or other employees, sell client or former client information to third parties. only when authorized by a client, their representative, or required by law, will we share information with non-affiliated third parties.
we may, as necessary, share personal information with outside companies in order to open or maintain accounts, open or maintain policies, complete transactions, or perform administrative services.
please contact us with any questions about this notice.
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