Client Relationship Summary


LVZ Financial Planning (LVZ, Inc.), is committed to safeguarding the confidential information of our clients because mutual trust is essential to the advisor-client relationship. Personal privacy is of the utmost importance to our clients. This is our policy describing how we treat your personal information. We welcome any comments or concerns you may have about your personal privacy.


All financial compaies need to share customers’ personal information to run their everyday business. You are able to opt-out from LVZ, Inc. providing your information to our affiliates and non-affiliates for their marketing.To opt-out, please email and include your first and last name, address, phone number, and email.


If  you fill out the contact form on our site or send us an email, you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

We do not collect home, business, or e-mail addresses, or account information from persons who simply browse our site. The information that we automatically collect includes your domain name or Internet Protocol address, the type of browser and operating system you used, date and time you visited the site, Web pages you visited, and any forms you downloaded. Cookies are simple text files stored on your computer by your Web browser. We do not use cookies to collect or store personal information. We collect personal information about you through our Web site only if you provide it to us voluntarily through e-mail, registration forms, or surveys.

We may collect analytics data or use third-party analytics tools such as Google Analytics to help us measure traffic and usage trends for our digital offerings and to understand more about the demographics of our users. You can learn more about Google’s practices with Google Analytics by visiting Google’s privacy policy. You can also view Google’s currently available opt-out options.


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