It is the policy of Trapp Financial to safeguard you as an individual, as well as confidential information of each of our clients and/or prospective clients. We do not make your confidential information available to any third party unless you provide us with written permission to do so. Your information is solely used to develop specific tailored planning for you and will serve as the basis of our discussions. All information you provide at a consultation will be returned to you unless, in your sole discretion, you wish us to make a copy to keep on file. If you become a client, your information will be safeguarded in accordance with Trapp Financial and LPL Financial policies and maintained appropriately in our files in accordance with FINRA regulations. We value your privacy and appreciate the confidence that you have placed in us.