Visible Wealth Planning

Financial Planning for Women

Privacy Notice

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

  • Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
  • Data about your transactions with us (such as the types of investments you have made and your account status).

 
How We Use Your Information That We Collect

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third-party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

Confidentiality and Security

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.

Our Expertise

Find clarity through our holistic approach

Our Services

Our expertise extends to critical areas often overlooked, including insurance analysis, tax optimization strategies, and cash flow planning. We also provide practical debt management solutions to ensure your financial foundation is solid. With our holistic approach and connected network, we’re not just managing your money; we’re partnering with you to build a prosperous and fulfilling future on your terms.

Our Services Include

  • Cash Flow Management
  • Debt Management
  • Education Planning
  • Investment Planning
  • Insurance Planning
  • Tax Planning
  • Retirement Planning
  • Estate Planning

Making It All Work Together

Creating a financial plan ensures a comprehensive approach


Four step linear process graph with the steps - Step 1 GET ACQUAINTED - Initial meeting to understand your personal and financial goals and circumstances, Step 2 DISCOVERY- Work with us to identify and select the best path forward to reach your future goals. Step 3 PLANNING - Review your current financial circumstances and prioritize your goals and objectives, Step 4 IMPLEMENTATION - Review important recommendations for your personalized life cycle plan ensuring your questions and concerns are addressed, with a line that goes into a four step circle graphic below. Four step circle graphic is 01 – ASSESS - Life and Retirement Planning & Cash Flow and Budget, 02 – EVALUATE - Investment and Tax Planning, 03 – PROTECT - Insurance Planning, 04 – OPTIMIZE - Estate and Legacy Planning. Next to the circle graphic is the headline - ONGOING RELATIONSHIP THROUGH OUR PERSONALIZED AND TIMELY ADVICE MODEL and the paragraph - We will be by your side through every season of life, helping to assess your retirement readiness, and balancing your liquidity needs with your overall goals. We’ll evaluate your risk tolerance over time and help you make adjustments as needed, and we’ll work with you to protect your future and your family through strategic insurance planning. Finally, we’ll help you optimize your estate and legacy plan to reduce future tax liabilities so you can transfer your wealth effectively.

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Take the First Step

Ready to see your financial future clearly?

Schedule a Consultation