Physicians Financial Planning is a registered investment advisor located in Lufkin, Texas. Physicians Financial Planning may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Physicians Financial Planning’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Physicians Financial Planning’s website on the Internet should not be construed by any consumer and/or prospective client as Physicians Financial Planning’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Physicians Financial Planning with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Physicians Financial Planning, please contact the state securities regulators for those states in which Physicians Financial Planning maintains a registration filing. A copy of Physicians Financial Planning’s current written disclosure statement discussing Physicians Financial Planning’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Physicians Financial Planning upon written request. Physicians Financial Planning does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Physicians Financial Planning’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through Physicians Financial Planning and individually licensed and appointed insurance agents. Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.
All information available through this website is the property of Physicians Financial Planning (the “Company”) or its Information Providers and is protected by copyright and intellectual property laws. All rights reserved. You may not reproduce, retransmit, disseminate, sell, publish, broadcast, nor shall the information be used in connection with creating, promoting, trading, or marketing financial instruments or products without the express written consent of Physicians Financial Planning or its licensors. You are entitled to use the information it contains for your private, non-commercial use only.
Correction of errors and inaccuracies. The information in the website may contain typographical errors or other errors or inaccuracies and may not be complete or current. We therefore reserve the right to correct any errors, inaccuracies or omissions and to change or update information at any time without prior notice. We do not, however, guarantee that any errors, inaccuracies or omissions will be corrected.
TYPES OF INFORMATION WE COLLECT. In connection with your use of this Site, we may collect both personally identifiable information (“PII”) and non-personally identifiable information (“Non-PII”). PII includes information such as your name, address, phone number, zip code, email address, and similar information. Non-PII is non-personally identifiable information, and may include, for example, your IP address, browser type, domain names, access dates and similar information. (PII and Non-PII will be collectively referred to as “Information”)
COLLECTION OF INFORMATION. We may collect information from you through your voluntary submission to receive offers from the Site or access to certain resources on the Site.
USE AND SHARING OF INFORMATION. We may use the information you provide to us for any purpose, including but not limited to: (1) to provide you with materials that you have requested, (2) to contact you for the potential purchase of insurance or other financial products, (3) to personalize our contact with you, (4) to operate, provide, improve, and maintain the Site, (5) developing new products and services, (6) to prevent abusive and fraudulent use of the Site, (7) to send you administrative messages, content, and other services and features in which we believe you may be interested; and for any other administrative and internal business purposes permitted by law.
PERMISSION TO CONTACT YOU AND YOUR RIGHT TO OPT OUT OF FURTHER CONTACT. Your provision of information to us through the Website will be considered a grant of permission for us to contact you through any means provided (including but not limited to mail, phone, text message, fax, etc;). You have the right to opt-out of further promotional contact from us. If at any time you desire to be removed from an email mailing list, please send your request via email or to 415 S. 1st Street, Suite 300, Lufkin, TX 75901. It may take up to 10 days for us to process your request. Please be aware that this opt-out only applies to future messages and that we may still send you messages for administrative purposes as permitted by law.
PROTECTION OF YOUR INFORMATION. We maintain a variety of security measures to protect against the loss, misuse, and alteration of Information under our control. Although we make good faith efforts to maintain the security of such Information, we cannot guarantee that it will remain free from unauthorized access, use, disclosure, or alteration. Further, we cannot guarantee that our security measures will prevent unauthorized persons from accessing or obtaining this information. We assume no liability to you or any other party in relation to the unauthorized access, use, or alteration of any information provided to us.
If we become aware of a security breach, we may attempt to notify you electronically so that you can take appropriate protective steps. By using the Site or providing Information to us, you agree that we can communicate with you electronically regarding security, privacy, and administrative issues relating to your use of the Site. If you believe that there has been a breach of the Site’s security, please contact us at (936) 899-5629.