The KMI Difference
The differences we offer are in incentive, performance, reporting, and last and most importantly, safety.
KMI Wealth & Tax ManagementWe are investment & tax management consultants. There are four major differences between what we do as consultants from what your broker, banker, financial planner, insurance agent, or any other financial... read more
RESOURCES
Download - KMI Form ADVII
KMI - Privacy Policy
WHAT IS OUR COMMITMENT TO YOU?
KMI Wealth Management (“KMI”) is committed to maintaining the trust and confidence of our clients. We want you to understand that we protect your privacy when we collect and use information about you, and the measures we take to safeguard that information. Keeping client information secure and private is a priority for us.
The following describes our Privacy Policy. Please take a moment to review it and feel free to contact us with any questions. Thank you for the trust you have placed in us. We look forward to working very hard to continue to earn your trust.
WHAT TYPE OF NON-PUBLIC PERSONAL INFORMATION DO WE COLLECT ABOUT YOU?
In the course of providing service to you, we collect nonpublic personal information about you from the following sources:
• Information from your Financial Planning Profile Schedule A and other standard forms (for example, name, address, social security number, assets, types and amounts of investments, transactions, and income);
• Information about your investment account transactions from Broker/Dealers and other companies that work closely with us to provide you with diverse financial products and services (for example, your account balances, types and amount of investments)
HOW DO WE PROTECT THE CONFIDENTIALITY AND SECURITY OF YOUR NON-PUBLIC PERSONAL INFORMATION?
Keeping your information secure is one of our most important responsibilities. We restrict access to nonpublic personal information about you to those employees and agents who need to know that information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.
DO WE DISCLOSE TO ANY NON-AFFILIATED THIRD PARTIES YOUR NON-PUBLIC PERSONAL INFORMATION?
We do not sell, share or disclose your non-public information to non-affiliated third party marketing companies.
We may disclose nonpublic personal information about you under circumstances as required by law. These disclosures typically include information to process transactions on your behalf, to conduct our operations, to follow your instructions as you authorize, or to protect the security of our financial records.
WHAT IS OUR POLICY RELATING TO FORMER CLIENTS?
If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.
We reserve the right to change this policy at any time and you will be notified if any changes occur.
If you have any questions after reading this Privacy Policy, please contact us by emailing us at info@kmiplanning.com
