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PRIVACY POLICY

Protecting your privacy is very important to MVK Financial Planning, LLC. We are committed to maintaining the confidentiality, integrity and security of the personal information that is entrusted to us. 

The categories of nonpublic information that we collect from you may include information about your personal finances, information about your health to the extent that it is needed for the financial planning process, information about transactions between you and third parties, and information from consumer reporting agencies, e.g., credit reports. We use this information to help you meet your personal financial goals. 

With your permission, we disclose limited information to attorneys, accountants, and other professionals with whom you have established a relationship. You may opt out from our sharing information with these nonaffiliated third parties by notifying the firm at any time by telephone, mail, fax, email, or in person. MVK will share a limited amount of information about you with your brokerage firm in order to execute securities transactions on your behalf. 

We maintain a secure office to ensure that your information is not placed at unreasonable risk. We maintain physical, electronic and procedural safeguards to guard your non-public personal information. 

We do not provide your personal information to mailing list vendors or solicitors. We ask third for confidentiality in our agreements with unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors. Federal and state securities regulators may review our Company records and your personal records as permitted by law. 

Personally identifiable information about you will be maintained while you are a client, and for the required period thereafter that records are required to be maintained by federal and state securities laws. After that time, information may be destroyed. We will notify you in advance if our privacy policy is expected to change. We are required by law to deliver this Privacy Notice to you annually, in writing.

Mark V. Kleene, CFP ®

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(Meetings By Appointment Only)

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of MVK Financial All written content on this site is for information purposes only. Opinions expressed herein are solely those of MVK Financial Planning, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an adviser, accountant or legal counsel prior to implementation.

Investment advisory services are offered through MVK Financial Planning, LLC, an investment adviser domiciled in and registered with the State of Missouri.  Registration does not imply a certain level of skill or training.  The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment adviser, or their representatives, a consumer should contact their state securities administrator.. Planning, LLC, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an adviser, accountant or legal counsel prior to implementation.

Investment advisory services are offered through MVK Financial Planning, LLC, an investment adviser domiciled in and registered with the State of Missouri.  Registration does not imply a certain level of skill or training.  The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment adviser, or their representatives, a consumer should contact their state securities administrator..

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