Call Now (877) 438-7878

Your Privacy is Assured

Life Planning Group is committed to maintaining the trust and confidence of our clients.

Protecting your privacy is a top priority of ours. We are required by law to provide our clients with this privacy notice and to explain how we collect, use and safeguard your personal and financial information.

The following describes our Privacy Policy. Kindly take a moment to review it and contact us with any questions toll-free at  877.438.7878.

Information We Collect

 In the course of providing estate planning products and services to you, we collect non-public personal information about you from the following sources:

  •  Information that you provide on account applications and questionnaire forms, by telephone or in person such as name, address, social security number, assets, types and amounts of investments, transactions and income
  • Information that you provide to affiliated and non-affiliated companies, including types and amounts of investments, account balances and parties to transactions
  • Information obtained when verifying the information you provide on applications and questionnaires

Keeping your information secure is one of our most important responsibilities. We restrict access to your nonpublic information to those employees and agents who need to know that information in order to provide you with appropriate products and services

How We Protect Data

We maintain physical, electronic and procedural safeguards that comply with federal standards to guard your nonpublic personal information. We do not sell or disclose your personal information to third parties, except as required by law.

Continuing Privacy

If you decide to terminate your relationship with Life Planning Group or become an inactive client, we will adhere to the privacy policies and practices as described in this notice. We reserve the right to change this policy at any time and will notify you if any changes occur.

Contact Us

If you have any questions after reading this Privacy Policy, please contact us in writing at

Life Planning Group

8426 E. Shea Boulevard

Scottsdale, AZ 85260

More About Life Planning Group

Life Planning Group and its Principal are Arizona Certified Legal Document Preparers (AZCLDP #80180 and #81386)authorized by the Arizona Supreme Court to provide consumers with legal information and legal document preparation services. Life Planning Group is not a law firm and its representatives are not authorized to give legal advice of any kind. All conversations are kept confidential, but are not privileged.

Life Planning Group is not affiliated with our Host or Channel Partners or any of their affiliated entities.

All products and services are provided by Life Planning Group and not by our Host or Channel Partners.