image
image CERTIFIED FINANCIAL PLANNER™ Registered Investment Advisor CA - Real Estate Broker

415.464.1388
Marin County

 

415.409.0100
San Francisco

over 30 years

Disclosures

Service Agreements

All written content on this site is for information purpose only. Opinions expressed herein are solely those of Suzanne Wolfson, founder of FOR RETIRED ONLY™. Material presented is believed to be from reliable sources and we make no representations as to accuracy or completeness. All information and ideas should be discussed in detail with the individual advisor prior to implementations.

Links to other sites, resources, or other investments should not be construed to be a recommendation of FOR RETIRED ONLY™ and its Advisor. Investment Advisory Services are offered through FOR RETIRED ONLY™ a Registered Advisory firm in the State of California.

The presence of this website on the internet should in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any resident of any state other than the State of California, certain other States and/or otherwise legally permitted.

Other Disclosures

Privacy Policies

FOR RETIRED ONLY™, Suzanne Wolfson, Investment Advisor, has and will be committed to maintain confidentiality, integrity and security of personal information about our current and prospective customers. I/we consider the protection of your sensitive personal information to be the foundation of customer trust and sound business practices.

We use personal information to help provide you with the superior services you expect from us, whether it be in offering financial planning advice, recommending products or assisting in the transactional processing of your account(s). The use of this information will only occur when absolutely necessary to provide products and services to you. The investment advisor and/or staff does not disclose any non-public personal information about you, except as permitted by law. The privacy policy is designed to support only these objectives.

Protecting your information is an important priority of FOR RETIRED ONLY™, our obligation is to keep this information confidential and private. All documentation with your personal information or investments/accounts shall be securely maintained and any documentation to be disposed of will be shredded.

If you decide to discontinue the business relationship with FOR RETIRED ONLY™, the investment advisor and/or staff will continue to adhere to the privacy policies and practices.

More details are available upon request.

Email Policy

FOR RETIRED ONLY™ will maintain all emails and written communication relating to and with customers for a minimum of five years.

Patriot Act

To help the government fight the funding of terrorism and money laundering activities, Federal Law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account. What this means for you: when you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driver’s license or other identifying documents.