
Bedel Financial Consulting, Inc. makes every effort to maintain complete confidentiality of all client matters. All personal and financial information received from the client for the purpose of providing financial planning or investment management is held in strict confidence. Bedel Financial Consulting, Inc. will not provide any client information to a third party unless given permission by the client, or as required by law.
With respect to the personal and financial information that a client provides, our procedure is as follows:
We collect data from our clients based upon the financial planning and investment management needs. This information includes but is not limited to health, personal financial, and other information from third parties that will assist in servicing our clients.
To further provide protection and privacy for our clients, at the end of each day all of our filing cabinets are locked and the keys for these cabinets are secured in another location. All computers are turned off at the end of the day and are not accessible unless the proper password is indicated.
In providing services to our clients, it may be necessary to discuss personal and financial information with third parties such as insurance professionals, brokerage service personnel, attorneys, or other professional advisors. Sharing of such information will not be done without written or verbal permission from the client.
We do not provide our client's personal information to vendors or solicitors for any purpose.
Bedel Financial Consulting, Inc. values the trust of our clients and wants to carefully handle all information in its possession. We welcome any comments concerning our Privacy Policy and Procedures.