Bulletproof
Wealth
Management













Privacy Policy

At the Lefavi Wealth Management, protecting our clients' privacy is paramount, and we realize that an individual's financial matters are extremely private and sensitive in nature. The following is our privacy policy and pledge to you, which enables us to protect your privacy while providing you with high quality information, products and services.

This policy applies to the Lefavi Wealth Management and its affiliates, which includes the www.lefavi.com website and the Bullet Proof Your Financial Future radio show. It is for anyone that has their personal information collected by Lefavi Wealth Management or its affiliates, which includes but not limited to: all clients and prospective clients, both current and former, as well as any radio show listeners or website visitors.

Information We Collect
We collect only the information that is required to provide you with the highest quality professional services or that is required by law and regulation. We maintain strict security procedures to protect the information that we collect. Lefavi Wealth Management collects nonpublic personal information about you from the following possible sources:
  • You, in person or via phone, fax, website or email;
  • Applications, statements or other forms received from you;
  • Transactions with us, our affiliates, or others;
  • Consumer-reporting agencies as needed.

Limited Disclosure of Information
The Lefavi Wealth Management and its affiliates will not disclose your information to anyone other than those organizations that we work with on behalf of our clients to provide them with financial services (i.e., clearing broker, mutual fund companies, annuity companies, etc.), and only to the extent necessary. Any information that we must provide to these affiliated businesses is restricted as to content and recipient. Any organization that receives such information must provide us with a copy of its privacy policy, which must meet the standards of Lefavi Wealth Management. Under no circumstances whatsoever will Lefavi Wealth Management sell information about you or your business to anyone.

Confidentiality and Security
Lefavi Wealth Management restricts access to your personal and account information to those employees who need to know that information to provide products or services to you. Lefavi Wealth Management maintains physical, electronic, and procedural safeguards to guard your nonpublic personal information. We believe this policy provides you with the highest level of protection possible.


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Bruce A. Lefavi


* Bruce A. Lefavi Annuities, Inc. is a registered investment advisory and its Form ADV is available upon request. Bruce A. Lefavi Securities, Inc is a registered broker/dealer and a member of the NASD and Securities Investor Protection Corporation (SIPC).
© 2005 Bruce A. Lefavi