Preserving trust is a core value. IFPG, its advisory representatives, affiliates, and employees recognize that clients expect us to protect the information they provide to us and to use it responsibly. To fulfill the trust that is the foundation of the client's expectations we follow the guidelines listed below.
In order to provide you meaningful investment advisory services, we may collect information from the following sources:
- Information we receive directly from you on applications, transfer forms, planning questionnaires, statements, or other forms.
- Information about transactions with or through IFPG.
- Information from others verifying information you provide us, or during the course of normal business from servicing your account(s).
As a current or former client, IFPG may share your information (as detailed above) with our affiliates, Intrepid Financial LLC, during our normal business process of servicing you, the client. The information may also be shared with non-affiliated third-parties such as your accounting firm, tax professional, discount brokerage firms such as TD Ameritrade or Charles Schwab & Co., or to other companies who provide us products and services for our clients. These companies also have privacy policies in place.
We are permitted, under law, to share information with non-affiliated "exempt third-parties" such as debt collectors, representatives of clients, parties in efforts to sell all or part of our business, or others to comply with any laws or regulations.
IFPG maintains security practices and procedures designed to ensure the confidentiality of client information. We limit employee access to client data to only those who need it to carry out their duties. We educate our employees about safeguarding client information and preventing its unauthorized access, disclosure, or use. WE DO NOT SELL OR MAKE AVAILABLE ANY CLIENT NAMES, ADDRESSES, OR PHONE NUMBERS TO ANY THRID-PARTIES EXCEPT WHEN CLIENTS GRANT US PERMISSION TO USE THEM AS A REFERENCE FOR PROSPECTIVE NEW CLIENTS FOR OUR COMPANY.
Intrepid Financial Planning Group, LLC is a registered investment advisor under the United States Securities & Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training, it simply means IFPG and its advisor representatives are in compliance with the current registration and/or notice filing requirements imposed by the SEC. Additional information about IFPG is also available on the SEC's website at www.adviserinfo.sec.gov.
Past performance may not be indicative of future results. No current or prospective client should assume the future performance of any specific investment or investment strategy will mirror past performance.
Different types of investments involve varying degrees of risk. With risk, there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio.
All information listed throughout this website is for informational purposes only and should not be construed as tax, legal, or investment advice. IFPG will only render investment advice after the execution of an investment advisory agreement and the client has received a copy of our brochure (ADV, Part 2). Our brochure is designed to provide information about the qualifications and business practices of IFPG. A copy of our brochure can be found on the "ADV Part 2 - Brochure" tab of our website. The information in the brochure has not been approved or verified by the SEC.
If you have any questions about the contents on the website or brochure, please contact us at (317) 818-1776 or by email at: firstname.lastname@example.org