Privacy Notice

True Financial Strategies (TFS) values the relationship of trust that it maintains with its many clients.  In order to meet its fiduciary duty to preserve the confidentiality of information provided to TFS by its current and prospective customers, TFS has established a confidentiality policy.  This brochure has been prepared to explain what types of information we collect, how we use and protect that information, and under what circumstances we share it.   The information here applies to all services offered by TFS and all officers and employees.

Information We Collect About You

We collect nonpublic personal information about you from the following sources:

•     Information from you on applications or other forms, such as name, address, social security number, and  information from other financial accounts you may hold, etc.

•     Information about your transactions and accounts or policies with us or others (such as financial custodians); and

•     Information we receive from consumer reporting agencies.

How We Use Personal Information

The personal information collected from you is used to deliver the services and products you have requested from TFS.  We limit the information we collect, use and retain to that which is necessary to administer and supervise your accounts; evaluate and manage risks; and comply with applicable laws and regulations.

Our policy on confidentiality prohibits any officer or employee from disclosing any nonpublic information about our customers or former customers to any unaffiliated third parties that has not been granted a legal right from the customer to receive such information, except as permitted or required by law.  Under no circumstances does TFS sell your name or other information to anyone.

When necessary to provide all of the services you request for your account, we may provide nonpublic personal information about you to certain third parties, such as broker/dealers that serve as a custodian of your account, or that may effect securities transactions on your behalf, or to tax professionals, estate planning professionals, or insurance agents.  Medical information may also be collected in order to process an insurance application.    All disclosures are only made in order to fulfill our duties in fully establishing and servicing your account or policy.

We restrict access to nonpublic personal information about you to those who need to know that information in order to provide services to you.  We maintain physical, electronic, and procedural safeguards that comply with state and federal standards to protect your nonpublic personal information.

If you have any questions about how True Financial Strategies protects the confidentiality of your personal information, please contact Dale True at 336/ 454-7207 or by email at   Thank you for choosing our company to assist you with wealth building and asset protection services and products.