Investment Analysis

Service Description

This may involve developing an asset allocation to meet the Client's financial goals while accounting for risk tolerance. We may provide information on investment vehicles and strategies; review employee stock options; assist you in establishing your own investment account at the selected broker/dealer or custodian of your choice. The strategies and types of investments we may recommend are further discussed in our firm's brochure.

Privacy Policy

PRIVACY NOTICE Our relationships with current and prospective clients are based on integrity and trust. We place the highest value on the information you share with us. We will not disclose your personal information to anyone unless it is required by law or at your direction. We do not sell your personal information. Champion Financial Planning, LLC will provide the privacy statement to all clients annually. HOW WE PROTECT YOUR PERSONAL INFORMATION Maintaining your privacy is of the utmost importance to us. We restrict and limit access to client information to only those who need it to carry out their business functions. We maintain physical, electronic, and procedural safeguards to protect your confidential information. WHY WE COLLECT YOUR INFORMATION · Investment and planning-related services we provide you; and · Federal and State law compliance & regulations WHAT INFORMATION WE COLLECT AND MAINTAIN We may collect the following types of "nonpublic personal information" about you: · Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information. · Information that we generate to service your financial needs. · Information that we may receive from third parties concerning your financial profile. WHAT INFORMATION WE DISCLOSE We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, to provide planning or investment management services to you, we may disclose your personal information to various service providers in limited circumstances. Otherwise, we do not disclose any personal information about you or your account(s) unless one of the following conditions is met: · We receive your prior written consent; or · We have documentation that the requestor is your authorized representative; or · We are required by law to disclose information to the requestor Arrangements with companies not affiliated with Champion Financial Planning LLC will be subject to confidentiality agreements.

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