Privacy Statement of Lighthouse Financial Services, Inc.

The Federal statute known as the Gramm-Leach-Bliley Act requires us as a “financial institution” to take affirmative steps to inform you of our specific policy regarding usage of personal information which you may have provided to us or information we may have collected about you.

Lighthouse Financial Services, Inc., an independent financial planning firm, is committed to safeguarding the confidential information of its clients. Keeping your personal information secure is a top priority throughout the organization. The following is our policy to ensure that we treat your personal information properly at all times.

Collection of Information: We collect personal information necessary in connection with services or products provided by Lighthouse Financial Services, Inc. For instance, we may obtain information such as your name, address, Social Security number, creditworthiness, or credit history. Depending upon the products and services you purchase, we may also require information on your driving record and health status. We obtain this information from your applications and supporting forms, your transactions with us, our affiliated companies or non-affiliated third parties, from consumer reporting agencies, and from your medical provider, health records and third parties such as the Medical Information Bureau.

Disclosure of Information: We may disclose the personal information described above as required to conduct our business and only as permitted by law. We may share information with our affiliates or with third parties that provide assistance in processing and servicing your account, such as by helping to mail and administer products requested by you, regulatory or law enforcement agencies, broker dealer, custodian, your accountant/lawyer, or with others as permitted by law. We do not share information with non-affiliated third parties that would use it to market products or services to you.

Safeguards to Protect Your Personal Information: We recognize the need to provide protection against unauthorized access to the information we collect, including that held in an electronic format on our computer systems. We maintain physical, electronic and procedural safeguards to protect your personal information. 

Internal Access to Information: Employee access to information is limited to those who need the information to provide you with products and services. Our employees are expected to protect that information from inappropriate access, disclosure and modification.

Further Information: If you have questions about our policy, please write to us at Lighthouse Financial Services, Inc., 3070 Saturn Street, Suite 101, Brea, CA 92821.

Our Commitment to Privacy: In the insurance and financial services business, lasting relationships are built on mutual respect and trust. With that in mind, we will continually reassess our privacy policy to ensure that it enables us to properly serve you, and we will provide you with a copy of our Privacy Notice each year to remind you of our commitment to privacy.