Disclosures & Privacy
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Fee-Only Fiduciary: ClearVue Financial Planning, LLC operates as a fee-only fiduciary. We do not receive commissions and do not offer proprietary products.
Engagement Requirement: Services commence only after a written agreement has been executed by both parties.
Non-Legal Advice: We are not attorneys. Estate planning discussions are provided for informational and coordination purposes only and do not constitute legal advice.
Tax Preparation Discretion: ClearVue Tax Advisors, LLC reserves the right to decline tax preparation engagements at its discretion.
Regulatory Documents: Our Form ADV, Privacy Policy, and Terms of Service are available in the website footer.
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ClearVue Financial Planning, LLC is committed to protecting the privacy and confidentiality of personal information. We adhere to applicable federal and state privacy regulations governing investment advisory firms.
For purposes of this policy:
Consumer – An individual who has disclosed nonpublic personal information to our firm but has not entered into an advisory relationship.
Client – An individual who has entered into an investment advisory relationship with the firm, or that individual’s authorized representative.
Confidential Information – Personally identifiable, nonpublic information about a consumer or client that is not available from public sources. This may include name, address, date of birth, Social Security number, assets, income, net worth, account balances, account numbers, beneficiary information, or investment history.
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We collect nonpublic personal information about clients and consumers in order to provide advisory and related services.
We do not share nonpublic personal information with unaffiliated third parties, except as permitted or required by law, including:
To complete transactions or account changes as directed by the client
To maintain or service client accounts
With entities under common ownership or control
With contracted third-party service providers who require such information to support, develop, or deliver services
As required or permitted by applicable law or regulatory authorities
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Your privacy is important to us. We restrict access to confidential personal information to employees and service providers who require that information to provide services to you.
We maintain physical, electronic, and procedural safeguards designed to comply with federal standards to protect your personal information.
We continue to safeguard the personal and financial information of both current and former clients.
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We will notify clients in advance of any material changes to this Privacy Policy.
As required by law, we deliver this Privacy Notice annually.
Learn More About ClearVue
Introductory conversations are informational and focused on mutual fit.