Privacy Policy & Disclaimer

Hampton Park Financial Planning, LLC (Hampton Park Financial Planning) is a registered investment advisor offering advisory services in South Carolina and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

 

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Hampton Park Financial Planning, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. Hampton Park Financial Planning does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Hampton Park Financial Planning be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Hampton Park Financial Planning or an Hampton Park Financial Planning authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

 

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” The use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.

CAIA® is a registered certification mark owned and administered by the Chartered Alternative Investment Analyst Association. The CAIA Association Logo is a registered service mark and CAIA SM is a service mark owned by the CAIA Association®.
 

Privacy Statement dated 1/20/2022

 

Hampton Park Financial Planning, LLC recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Hampton Park Financial Planning, LLC will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Hampton Park Financial Planning, LLC will provide this privacy statement to all clients annually.

We want our clients to understand what information we collect, how we use it, and how we protect your personal information.

Why We Collect Your Information

We gather information about you so that we can:

Help design and implement the investment and planning related services we provide you; and

Comply with the Federal and State laws and regulations that govern us.

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 with respect to 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, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm or independent contractors hired by Hampton Park Financial Planning, LLC.

“Opting-Out” of Third-Party Disclosures: If you do not want your Financial Planner/Financial Adviser to retain copies of your client sensitive information when he or she leaves us to join another firm, you may contact us by calling (847) 899-3461.

Otherwise, Hampton Park Financial Planning, LLC will 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 recipient is your authorized representative; or

  • We are required by law to disclose information to the recipient

Arrangements with companies or independent contractors not affiliated with Hampton Park Financial Planning, LLC will be subject to confidentiality agreements.

How We Protect Your Personal Information

Privacy has always been important to Hampton Park Financial Planning, LLC. We restrict and limit access to client information only to those who need to carry out their business functions. We educate employees about safeguarding client information and preventing its unauthorized access, disclosure, or use. Employees will be required to acknowledge their acceptance and understanding of the privacy policy in writing. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.

HYPERLINK DISCLOSURE


The information being provided is strictly as a courtesy/convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.

 

Hampton Park Financial Planning is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, web sites, information and programs made available through this website.

 

When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for use of the web sites you are visiting. 

 

Hampton Park Financial Planning does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Hampton Park Financial Planning’s web site or incorporated herein, and takes no responsibility thereof. 

 

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