Our privacy policy

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

The types of personal information we collect and share depend on the service that we provide to you. In connection with providing financial advice, investment products, or other services, we obtain nonpublic personal information about you. This information can include, but would not be limited to:
Social Security or tax identification number, date of birth, address and phone number, net worth, cash flow, income, account balances, tax returns, transaction history and credit history information we receive from you on account applications, information about your transactions with us or other (including other financial advisers), information received from service bureaus or other third parties.

Financial companies typically need to share customers’ personal information internally in order to run their everyday business – to process transactions, maintain or service customer accounts. Only those individuals who need to perform their jobs are authorized to have access to confidential client information. We maintain physical, electronic, and procedural security measures that comply with applicable state and federal regulations to safeguard confidential client information. In the section below, we list the reasons many financial companies can share their customers’ personal information; the reasons Retirement Investment Advisors, Inc. chooses to share your information; and whether you can limit this sharing.