Disclaimer
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Barson Financial Planning (referred to as "BFP") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. BFP does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. BFP does not promise or guarantee any income or particular result from your use of the information contained herein. Under no circumstances shall BFP be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if BFP or a BFP authorized representative has been advised of the possibility of such damages. In no event shall Barson Financial Planning have any liability to you for damages, losses and causes of action for accessing this site. Please seek the advice of professionals regarding the evaluation of any specific content. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
Privacy Policy
Barson Financial Planning recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Barson Financial Planning will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Barson Financial Planning will provide the privacy statement to all clients annually.
We want our clients to understand what information we collect, how we use it, and how we protect it responsibly.
Why We Collect Your Information
We gather information about you so that we can:
● Help design and implement the investment and planning related services we provide you; and
● Comply with the Federal and State laws and regulations that govern us.
What Information We Collect and Maintain
We may collect the following types of “nonpublic personal information” about you:
● Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.
● Information that we generate to service your financial needs.
● Information that we may receive from third parties with respect to your financial profile.
What Information We Disclose
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm.
“Opting-Out” of Third Party Disclosures: If you do not want your Financial Planner to retain copies of your client sensitive information when he or she leaves us to join another firm, you may contact us by calling (650) 701-7523.
Otherwise, Barson Financial Planning will not disclose any personal information about you or your account(s) unless one of the following conditions is met:
● We receive your prior written consent; or
● We have documentation that the recipient is your authorized representative; or
● We are required by law to disclose information to the recipient
Arrangements with companies not affiliated with Barson Financial Planning will be subject to confidentiality agreements.
How We Protect Your Personal Information
Privacy has always been important to Barson Financial Planning. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.
Regulatory Documents