PRIVACY STATEMENT

This privacy statement explains the procedures followed in collecting and using information regarding visitors to this VSA, LP supported Website and advises you what information might be shared with third parties.  The type of information collected will vary depending upon the portions of the site which you visit and, in certain instances, which you voluntarily disclose.

COLLECTION OF INFORMATION

Basic Viewing

If you read or download any pages on this site, we automatically collect and store:

  • the requested Web page,
  • the status of the request (whether it was successful or not),
  • the date and time you access the site,
  • the Internet address of the Web site or the domain name of the computer from which you accessed the site,
  • the type and version of the Web browser, and
  • the operating system of the computer running the Web browser.

In addition to using this information to send the requested site pages to your computer, we use this information to monitor the performance of our Web server and diagnose system problems and to otherwise administer our system.

E-Mail Users

If you send us an e-mail requesting a Life Guide or respond to the Contact Us section, we will record your e-mail address and any other personal information included with your message.  We will use this information to respond to your message and may contact you for marketing purposes.

LINKS

This site contains links to third party sites.  These sites are not under our control and are not covered by our privacy policy. We are not responsible for the privacy policy or content of such other Web sites. Once you link to another site, you are subject to the privacy policy of that new site.  (Check the URL in the location bar on your Web browser.)

CONTACTING US

If you have any questions about this statement, the practices of this site or your dealings with this Web site, you can contact us at:

Dennis Wood, AIF® Executive Vice President, AIF
50 E. 91st., St., Suite 103
Indianapolis, IN 46240
Office: (317) 490-8978
Fax: (317) 574-2200
dwood@creativeplanningstrategies.com

Get in Touch

Contact Us

Disclosure

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities and investment advisory services offered through SagePoint Financial, Inc., Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of SagePoint Financial may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Dennis Wood, Warren Steinborn Associates WSI, Inc and SagePoint Financial are separate and unrelated companies. Firms listed above do not provide tax or legal advice. Representative is not an attorney, and does not draft Estate Planning documents. Investments in equities and fixed income (bonds) will fluctuate with changes in market conditions. When sold investments may be worth more or less then their purchased value. Neither asset allocation nor diversification can ensure a profit or prevent a loss in times of declining values.  FINRA is located at www.finra.org.  SIPC is located at www.sipc.org.

FINRA is located at www.finra.org. SIPC is located at www.sipc.org.

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