Centennial Investment Planning, Inc. collects nonpublic personal information about you from applications, fact finders and other forms you complete and from transactions with us or our affiliates. We do not disclose information about you, or our former customers, to our affiliates, service providers or other third parties except on the limited basis permitted by law. We do not sell or provide any information about our clients to third parties unless requested in writing from a client. This would include attorneys, CPAs, mortgage lenders, marketing firms or other third parties.

Within Centennial Investment Planning, Inc., only people involved with servicing your accounts have access to your information.

To ensure the highest level of confidentiality and security, Centennial Investment Planning, Inc. maintains physical, electronic and procedural safeguards that meet or exceed federal standards.