The Lighthouse Companies ("us", "we", or "our") consists of three affiliated entities: The Lighthouse Planning Company, The Lighthouse Insurance Company, and The Lighthouse Realty Company. This Privacy Policy applies to all three entities collectively and governs the manner in which we collect, use, maintain, and disclose information collected from customers or prospective customers (each, a "Client") of The Lighthouse Companies.
Information Collection and Use
We may collect personal identification information from Clientsin a variety of ways, including, but not limited to, when Clientsengage with us, fill out a form, and in connection with other activities, services, features, or resources we make available. Clients may be asked for, as appropriate, name, email address, mailing address, and phone number. We will collect personal identification information from Clients only if they voluntarily submit such information to us. Clients can always refuse to supply personal identification information, except that it may prevent them from engaging in certain services we provide.
Sharing Information with Affiliated Companies
The Lighthouse Companies may share some or all of your personal information with our affiliated companies, including The Lighthouse Planning Company, The Lighthouse Insurance Company, and The Lighthouse Realty Company. And other companies we utilize or employ for business related activities deemed necessary to provide a service to the clients. We do this to provide you with a seamless experience across our various services and to better serve your needs. Rest assured, all affiliated companies are bound by this Privacy Policy or similarly stringent privacy policies to protect your information.
No Sale of Customer Information
We want to emphasize that The Lighthouse Companies do not sell customer information. We believe in maintaining the trust and confidence of our clients, and your privacy is of utmost importance to us. Any information collected from clients will be used solely for the purposes outlined in this Privacy Policy.
Security
We adopt appropriate data collection, storage, and processing practices and security measures to protect against unauthorized access, alteration, disclosure, or destruction of your personal information, username, password, transaction information, and data stored.
Changes to This Privacy Policy
The Lighthouse Companies may update this Privacy Policy at any time. When we do, we will revise the updated date at the bottom of this page. We encourage Clients to frequently check this page for any changes to stay informed about how we are helping to protect the personal information we collect. You acknowledge and agree that it is your responsibility to review this Privacy Policy periodically and become aware of modifications.
Your Acceptance of These Terms
By providing your personal information you agree to accept the terms in this privacy policy.
Copyright © 2023 The Lighthouse Companies - All Rights Reserved.
Investment Advisory Services offered through CreativeOne Wealth, LLC, A Registered Investment Adviser. The Lighthouse Planning Company, The Lighthouse Insurance Company, The Lighthouse Realty Company, and Lighthouse Planning Partners are not affiliated with CreativeOne Wealth, LLC.
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