Privacy Policy

What is our commitment to you?

Inspired Financial LLC (“IF”) is committed to maintaining the trust and confidence of its clients. We want you to understand how we protect your privacy when we collect and use information about you and the measures we take to safeguard that information. Keeping client information secure and private is a priority for us.

The following describes our Privacy Policy. Please take a moment to review it and feel free to contact us with any questions. Thank you for the trust you have placed in us.

What types of non-public personal information do we collect about you?

In the course of providing service to you, we collect non-public personal information about you from the following sources:

  • Information from you on account applications and other standard forms (for example, name, address, social security number, assets, types and amounts of investments, transactions and income);
  • Information about your IF transactions from TD Ameritrade or others including those companies that work closely with us to provide you with diverse financial products and services (for example, your account balance, payment history, parties to transactions, types and amounts of investments, and transactions);
  • Information obtained when verifying the information you provide on applications or other forms (this may by obtained from your current or past employers or from other institutions where you conduct financial transactions).
How do we protect the confidentiality and security of your non-public personal information?

Keeping your information secure is one of our most important responsibilities. We restrict access to non-public personal information about you to those individuals who need to know that information in order to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your non-public personal information.

Do we disclose to any non-affiliated third parties your non-public personal information?

We do not sell, share or disclose your non-public personal information to non-affiliated third party marketing companies.

We may disclose non-public personal information about you under circumstances as permitted or required by law. These disclosures typically include information to process transactions on your behalf, to conduct our operations, to follow your instructions as you authorize, or to protect the security of our financial records.

What is our policy relating to former clients?

If you decide to close your account(s) 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 you will be notified if any changes occur. If you have any questions after reading this Privacy Policy, please contact use by writing to Privacy Management, Inspired Financial LLC, 5011 Argosy Ave., Suite 7, Huntington Beach, CA 92649.