Privacy Policy

Privacy Policy of Rezny Wealth Management, Inc.

Regarding Client and Non-Client Privacy

We do not sell or rent personal information about our clients, former clients, & potential clients or their accounts for any purpose. We do not provide your personally identifiable information to mailing list vendors or solicitors or any third party for any purpose whatsoever.

Maintaining your trust and confidence is a high priority. That’s why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information.

Recognition of a Customer’s Expectation of Privacy:  At Rezny Wealth Management, Inc., we believe the confidentiality and protection of customer information is one of our fundamental responsibilities. And while information is critical to providing quality service, we recognize that one of our most important assets is our customers’ trust. Thus, the safekeeping of customer information is a priority for Rezny Wealth Management, Inc.

Information We Collect: In connection with providing you with investment products, financial advice, or other services, we obtain nonpublic personal information about you, including:

  • Information we receive from you on applications.
  • Information about your transactions with us or an unaffiliatedthird Party used as a clearing firm.
  • Email: We collect the e-mail addresses of users who communicate via email or request information via our Web site.

Information We Disclose: We will not disclose information regarding you or your account with us except under the following circumstances:

  • To establish or maintain an account with an unaffiliated third party used as a clearing firm providing services to you;
  • To government entities or other third parties in response to subpoenas or other legal process as required by law; 

Information We Do Not Disclose:

  • We will not disclose, sell, and distribute your information to any third party for the purposes of marketing.

Our Security Policy: Only those individuals who need it to perform their jobs are authorized to have access to confidential client information. We maintain physical, electronic, and procedural security measures that comply with applicable state and federal regulations to safeguard confidential client information.

Closed or Inactive Accounts: If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.

Personally identifiable information about you will be maintained during the time you are a client, and for the required time thereafter that such records are required to be maintained by federal and state securities laws. After this required period of record retention, all such information will be destroyed.

Our Website Uses the Following Cookies:

Google Analytics: This cookie allows us to see information on user website activities including, but not limited to page views, source and time spend on website. The information is depersonalized and is displayed as numbers, meaning it cannot be tracked back to individuals. This will help to protect your privacy. Using Google Analytics we can see what content is popular on our website, and strive to give you more of the things you enjoy reading and watching.

Google AdWords: Using Google AdWords code we are able to see which pages helped lead to contact form submissions. This allows us to make better use of our paid budget.

DoubleClick: We use remarketing codes to log when users view specific pages, allowing us to provide targeted advertising in the future.

Changes to this Privacy Policy: If we make any substantial changes in the way we use or disseminate confidential information, we will notify you either via email or in writing.

If you have any questions concerning this Privacy Policy, please call or write us at the address below. 

Brian C. Rezny, CFP/President
Rezny Wealth Management, Inc.