Privacy Statement
Innovative Advisors, Inc. Privacy Notice (2019)
A Unique Understanding of Your College Planning & Financial Needs - At Innovative Advisors, Inc. we believe our ability to offer sound recommendations and advice depends on our ability to know and understand your needs. Confidentiality is the key to any strong business relationship. We are very serious about our responsibility to protect your privacy by keeping information secure and confidential. We're providing this notice in accordance with the law requiring that we inform all clients of our processes for collecting, using, disclosing and protecting information.
For Your Protection - It is important that you know one thing up front: Innovative Advisors, Inc. does not sell any information about our clients to anyone. In addition, we take steps to protect the personal information we collect and maintain. Access to personal information is granted to individuals only to provide services to clients, or to serve another legitimate business need. We have developed security measures to help protect your personal information from unauthorized access, loss, or alteration.
Below are the processes we use to collect information, as well as the steps taken to limit the ways in which that information is shared or communicated.
Information Collection - To better understand your college planning, retirement and/or financial needs and make you aware of services that could help you reach your goals, we collect personal information from two primary sources:
1. Information we receive from you via questionnaires, applications, evaluations or other forms. This information could include, but is not limited to, your name, address, date of birth, and details about your assets and income.
2. Information from non-affiliated third parties, such as educators, accountants, mortgage brokers, insurance professionals or those assisting us in various aspects of account administration.
Guidelines for Information Disclosure - We do not disclose any personal information about our clients or former clients to anyone, except as required or permitted by law. In addition, it is often necessary to share client information with other experts or affiliates that assist us in planning activities, including: College Admissions Experts, CPA’s, and Research Analysts. For example, we may disclose certain aspects of your situation (family income range, asset overview, parent age, student test scores, etc.) to an industry professional in order to get answers to your questions, without disclosing unnecessary information (your name, address, birth date, etc.).
An Ongoing Commitment - Confidentiality is the key to a strong business relationship, and we are committed to protecting your privacy. If you need clarification regarding this policy, please contact Innovative Advisors, Inc. at (919) 841-0170.