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Privacy Policy
This privacy policy sets out how Planning with Bobby and Investing with Bobby uses and protects the information you share while using www.planningwithbobby.com and www.planningandinvesting.com
What we Collect
Only the information you share with us through our online questionnaire.
What do we do with the information we collect
It is used only to create your financial plan and to contact you to schedule a meeting to review the results.
Security
We are committed to ensuring that your information is secure. We have taken suitable measures to prevent unauthorized access or disclosure.
Links to other websites
Our websites may contain links to other websites. Once you use those links and visit another website, we don't have control over that other website and this privacy policy doesn't apply.
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