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PRIVACY POLICY
EFFECTIVE APRIL 9, 2024
Our Commitment to You
Haddonfield Financial Planning, L.L.C. (“HFP or the “Advisor”) is committed to safeguarding the use of personal information of our clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described here in our Privacy Policy (“Policy”).
Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we shall do everything that we can to maintain that trust. HFP protects the security and confidentiality of the personal information we have and all implement controls to ensure that such information is used for proper business purposes in connection with the management of servicing of our relationship.
As a matter of policy, HFP does not sell your non-public personal information to anyone. Further, HFP will not provide such information to third-parties except for discrete and reasonable business purposes in connection with the servicing and management of our relationship with you, as discussed below.
Details of our approach to privacy and how your personal non-public information is collected and used are set fourth in this Policy, as well as, in the Firm’s Compliance and Policy Procedures Manual.
Why you need to know?
Registered Investment Advisors (“RIAs”) must share some of your personal information in the course of servicing your account. Federal and State laws give you the right to limit some of this sharing and require RIAs to disclose how we collect, share, and protect your personal information.
WHAT INFORMATION DO WE COLLECT FROM YOU?
Social security or taxpayer identification number
Assets and liabilities
Name, address(es) and phone number(s)
Income and expenses
E-mail address(es)
Investment activity
Account information (including other institutions)
Investment experience and goals
WHAT INFORMATION DO WE COLLECT FROM OTHER SOURCES?
Custody, brokerage and advisory agreements
Account applications and forms
Other advisory agreements and legal documents
Investment questionnaires and suitability documents
Transactional information with us or others
Other information needed to service account
Who could we disclose your information to?
All Investment Advisers may need to share personal information to run their everyday business. In the section below, we list the reasons that we may share your personal information:
For everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus.
For our marketing – to offer our products and services to you.
For joint marketing with other financial companies
For our affiliates’ everyday business purposes – information about your transactions and experiences and information about your creditworthiness.
For affiliates and non-affiliates to market to you.
If you are a new customer, we may begin sharing your information on the day you sign our agreement. When you are no longer our customer, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.
How do we protect your information?
To safeguard your personal information from unauthorized access and use, HFP has physical, procedural and electronic security measures in place. These safety measures include such safeguards as secure passwords, encrypted file storage and a secure office environment. Our technology vendors provide security and access control over personal information and have policies over the transmission of data. All employees and Advisors are trained in their responsibilities to protect Client’s personal information.
Federal law gives you the right to limit sharing – opting out
Federal law allows you the right to limit the sharing of your NPI by “opting-out” of the following: sharing for non-affiliates’ everyday business purposes – information about your creditworthiness; or sharing with affiliates or non-affiliates who use your information to market to you. State laws and individual companies may give you additional rights to limit sharing. Please notify us immediately if you choose to opt out of these types of sharing.
As a Matter of Policy, we require third parties that assist in providing our services to you to protect the personal information they receive from HFP.
DISCLOSURES
DISCLAIMER
Haddonfield Financial Planning, L.L.C. (“HFP”) is a Registered Investment Advisor (“RIA”), registered with the State of New Jersey. HFP provides asset management and related financial services for clients in New Jersey, Pennsylvania and throughout the nation. HFP will register and maintain all applicable licenses, as required by the states in which HFP conducts business, as applicable. HFP provides individualized responses to persons in a particular state only after complying with all regulatory requirements, including any applicable state exemption or exclusion.
HFP’s website is intended to provide general information about HFP. It is not intended to offer investment advice or be construed as offering investment and/or financial advice. Information regarding investment products and services are provided solely for informational purposes only.
Articles, analysis, market data, and other content on this website are based on generally-available information and are believed to be reliable. HFP does not guarantee the accuracy of the information contained herein. Nothing contained on this website should be used or construed as an offer, solicitation or recommendation to buy or sell any security and/or related product.
Decisions based on information contained on this site are the sole responsibility of the reader or user, and in exchange for reading or using this website you agree to hold Haddonfield Financial Planning, L.L.C. and its advisors and employees harmless against any and all claims arising from any decision you may make based on such information.
As part of our Policies and Procedures, HFP will provide all prospective clients with a copy of our current Form-ADV Part 2A (“Disclosure Brochure”) and the Brochure Supplement for each advisory person supporting a particular client. The Disclosure Brochure and Supplement are updated at least annually and available on the SEC website at http://adviserinfor.sec.gov or you may Contact Us at adam@hfponline.com to request a copy.
If you have any questions regarding any information, please Contact Us at (856) 795-0471.
Email Disclosures
HFP often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to HFP. HFP makes every reasonable effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: HFP does not accept trading or money movement instructions via email.
If you have received an email from HFP in error, we ask that you contact the sender and delete the email and its contents.
For a copy of the HFP Privacy Policy, please contact adam@hfponline.com for a copy.
If you have any questions regarding our email policies, please do not hesitate to contact HFP at (856) 795-0471 or adam@hfponline.com.
Social Websites
HFP may utilize third-party websites that include social media websites, blogs and other interactive content. HFP considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the applicable securities regulations. As such, HFP may retain a copy of information that HFP or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO, Adam V. Puff, of HFP or by any governing securities and/or regulatory branch.
Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided for HFP’s advisory persons after entering into an advisory agreement and provided HPF with all requested information about your background.
If you have any questions regarding our social media policies, please contact HFP at adam@hfponline.com.
DISCLOSURES
DISCLOSURES
Haddonfield Financial Planning, L.L.C. (“HFP”) is a Registered Investment Advisor (“RIA”), registered with the State of New Jersey. HFP provides asset management and related financial services for clients in New Jersey, Pennsylvania and throughout the nation. HFP will register and maintain all applicable licenses, as required by the states in which HFP conducts business, as applicable. HFP provides individualized responses to persons in a particular state only after complying with all regulatory requirements, including any applicable state exemption or exclusion.
HFP’s website is intended to provide general information about HFP. It is not intended to offer investment advice or be construed as offering investment and/or financial advice. Information regarding investment products and services are provided solely for informational purposes only.
Articles, analysis, market data, and other content on this website are based on generally-available information and are believed to be reliable. HFP does not guarantee the accuracy of the information contained herein. Nothing contained on this website should be used or construed as an offer, solicitation or recommendation to buy or sell any security and/or related product.
Decisions based on information contained on this site are the sole responsibility of the reader or user, and in exchange for reading or using this website you agree to hold Haddonfield Financial Planning, L.L.C. and its advisors and employees harmless against any and all claims arising from any decision you may make based on such information.
As part of our Policies and Procedures, HFP will provide all prospective clients with a copy of our current Form-ADV Part 2A (“Disclosure Brochure”) and the Brochure Supplement for each advisory person supporting a particular client. The Disclosure Brochure and Supplement are updated at least annually and available on the SEC website at http://adviserinfor.sec.gov or you may Contact Us at adam@hfponline.com to request a copy.
If you have any questions regarding any information, please Contact Us at (856) 795-0471.
Email Disclosures
HFP often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to HFP. HFP makes every reasonable effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: HFP does not accept trading or money movement instructions via email.
If you have received an email from HFP in error, we ask that you contact the sender and delete the email and its contents.
For a copy of the HFP Privacy Policy, please contact adam@hfponline.com for a copy.
If you have any questions regarding our email policies, please do not hesitate to contact HFP at (856) 795-0471 or adam@hfponline.com.
Social Websites
HFP may utilize third-party websites that include social media websites, blogs and other interactive content. HFP considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the applicable securities regulations. As such, HFP may retain a copy of information that HFP or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO, Adam V. Puff, of HFP or by any governing securities and/or regulatory branch.
Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided for HFP’s advisory persons after entering into an advisory agreement and provided HPF with all requested information about your background.
If you have any questions regarding our social media policies, please contact HFP at adam@hfponline.com.
