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GFPC is committed to client confidentiality and the protection of your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your prviacy. “Personal information” refers to the nonpulbic financial information obtained by GFPC in connection with carrying out our services.

Information We Collect

GFPC collects personal information as part of our relationship to you, to provide client services and fulfill legal and regulatory requirements. The type of information GFPC collects may include:

  • Information GFPC receives from you on forms (such as name, address, social security number, profile documents, assets and income);

  • Information you provide GFPC directly about your personal finances or personal circumstances or which GFPC may receive from brokerage statements or other information you authorize GFPC to receive.


Information Disclosed in Administering Products and Services

GFPC will not disclose personal information about current or former clients to non-affiliated thir parties except as permitted or required by law. GFPC does not sell any personal information about you to any third party. GFPC will not disclose personal information without your authorization, except as required or permitted by law.

Procedures to Protect Confidentiality and Security of Your Personal Information

GFPC has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. In addition, GFPC maintains physical, electronic, and procedural safeguards to guard your nonpublic personal information.

GFPC will update its policy and procedures when necessary to ensure that your privacy is maintained and that GFPC conducts business in a way that fulfills our commitment to you. If GFPC makes any material changes in its privacy policy, we will make that information available to clients through our website and/or other communications.