Create Wealth | Defend Itâ„¢

PRIVACY STATEMENT

UPDATED JUNE, 2013

All Season Financial Advisors, Inc. (referred to as "All Season") maintains physical, electronic, and procedural safeguards that comply with federal standards to protect its clients' nonpublic personal information ("information"). Through this policy and its underlying procedures, All Season attempts to secure the confidentiality of customer records and information and protect against anticipated threats or hazards to the security or integrity of customer records and information.

 

It is the policy of All Season to restrict access to all current and former clients' information (i.e., information and records pertaining to personal background, investment objectives, financial situation, tax information/returns, investment holdings, account numbers, account balances, etc.) to those employees and affiliated/nonaffiliated entities who need to know that information in order to provide products or services to the client. All Season may disclose the client's information if All Season is: (1) previously authorized to disclose the information to individuals and/or entities not affiliated with All Season, including, but not limited to the client's other professional advisors and/or service providers (i.e., attorney, accountant, insurance agent, broker-dealer, investment adviser, account custodian, etc.); (2) required to do so by judicial or regulatory process; or (3) otherwise permitted to do so in accordance with the parameters of applicable federal and / or state privacy regulations. The disclosure of information contained in any document completed by the client for processing and/or transmittal by All Season in order to facilitate the commencement/continuation/termination of a business relationship between the client and a nonaffiliated third party service provider (i.e., broker-dealer, investment adviser, account custodian insurance company, etc.), including information contained in any document completed and/or executed by the client for All Season (i.e., advisory agreement, client information form, etc..), shall be deemed as having been automatically authorized by the client with respect to the corresponding nonaffiliated third party service provider. If you prefer that we not disclose nonpublic personal information about you to nonaffiliated third parties, you may opt out of those disclosures, that is, you may direct us not to make those disclosures (other than disclosures permitted by law). If you wish to opt out of disclosures to nonaffiliated third parties, you may contact us at (303) 837-1187 to make this request.

 

All Season permits only authorized employees and affiliates who have signed a copy of All Season's Privacy Policy to have access to client information. Employees violating All Season's Privacy Policy will be subject to All Season's disciplinary process. Additionally, whenever All Season hires other organizations to provide services to All Season's clients, All Season will require them to sign confidentiality agreements and/or the Privacy Policy.

 

Should you have any questions regarding the above, please contact Samuel F Jones, Chief Compliance Officer.

All Season Financial Announcements:

UPCOMING EVENTS 2017

Friday, February 19, 2016

Join Us Wednesday, May 10th 

 

 For

 

Solution Series LIVE!

 

2017 Healthcare Planning in Retirement 

 

This event is appropriate for all ages.

When / Where: 5:00 PM at Our Office 

731 Sherman St. Denver, CO 80203

Refreshments will be served. 

 

RSVP to: kris@allseasonfunds.com


Available Now!

Tuesday, January 19, 2016

Red Sky Report | January 4th, 2017

 

Red Sky Report | December 22nd, 2016

 

Call Us
Denver (303) 837-1187

Western Slope (970) 439-2866

 

Email Us