Privacy Policy
At Kastler Financial Planning, your privacy is not just respected — it’s foundational to the trust we build. We collect only the information necessary to provide personalized retirement and investment planning services, including financial data, contact details, and any documents you choose to share. This information is used solely to deliver customized advice and manage your engagement with our firm.
We do not sell, rent, or trade your personal information. Your data is protected through secure digital platforms and strong internal safeguards. We may use trusted service providers to assist in delivering our services (e.g., custodians, tax software), and they are contractually bound to maintain confidentiality. You have the right to access, correct, or request deletion of your data at any time.
Occasionally, our website or digital communications may include links to third-party resources or platforms unrelated to Kastler Financial Planning’s services — such as technology tools, educational materials, or multimedia content. These links are provided for informational purposes only. We are not responsible for the privacy practices or content of external sites, and we encourage users to review the privacy policies of any site they choose to visit.
We do not sell, rent, or trade your personal information. Your data is protected through secure digital platforms and strong internal safeguards. We may use trusted service providers to assist in delivering our services (e.g., custodians, tax software), and they are contractually bound to maintain confidentiality. You have the right to access, correct, or request deletion of your data at any time.
Occasionally, our website or digital communications may include links to third-party resources or platforms unrelated to Kastler Financial Planning’s services — such as technology tools, educational materials, or multimedia content. These links are provided for informational purposes only. We are not responsible for the privacy practices or content of external sites, and we encourage users to review the privacy policies of any site they choose to visit.