Money Blossoms, LLC (“MB”) 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. Money Blossoms 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.

We want 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 (e.g., broker-dealer, sub-advisers, account custodian, record keeper) or independent contractors hired by Money Blossoms. If the Financial Planner/Financial Adviser leaves Money Blossoms to join another firm, he or she may be permitted to retain copies of client information so that they can assist with the transfer of client accounts and continue to serve the client at their new firm. “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 503.451.6448.

Otherwise, Money Blossoms 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 permitted to do so in accordance with the parameters of applicable federal and/or state law.

We do not share mobile phone numbers or SMS opt-in consent data with third parties or affiliates for marketing or promotional purposes. Information may be shared with subcontractors that help us provide messaging services, but text messaging originator opt-in data and consent will not be shared with any third parties.

Arrangements with companies or independent contractors not affiliated with Money Blossoms will be subject to confidentiality agreements.

In the event that Money Blossoms has a change to its client privacy policy that would allow it to disclose non-public information not covered under applicable law, Money Blossoms will allow its clients the opportunity to opt-out of such disclosure.

How We Protect Your Personal Information: Privacy has always been important to Money Blossoms. We restrict and limit access to client information only to those who need to carry out their business functions. We safeguard client information by preventing its unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. Arrangements with companies or independent contractors not affiliated with Money Blossoms will be subject to confidentiality agreements.

Former Clients: Even if we cease to provide you with financial services, our Privacy Policy will continue to apply to you, and we will continue to treat your nonpublic information with strict confidentiality.

Contact Us: Clients are encouraged to discuss any questions regarding privacy policies and procedures directly with Lissa Piper, Chief Compliance Officer of Money Blossoms. Please contact Lissa Piper at (503) 451-6448.