Legal · Privacy
Privacy Disclosure
Advanced Capital Group, LLC dba Financial Design Strategies
2415 Owen Rd Ste A, Fenton, MI 48430
It is our goal at Financial Design Strategies to protect your privacy. We are sending you this notice in accordance with federal law, which requires financial institutions to disclose their privacy policies and practices to consumers who purchase their products and services primarily for personal, family, or household purposes.
Information we collect
We gather private and nonpublic personal information about you to provide you with our products and services. The information we collect starts with the information you provide on our questionnaires, applications, and other forms. We seek to collect and use only information that is necessary and appropriate for the needs of our business. We collect information that relates to your investment needs and objectives, income, finances, employment, investments, and other factors that properly relate to the products and/or services we are providing. If you seek to purchase an insurance product and/or service through us, we may also receive information about your health and other factors needed by the insurer for that purpose. Maintaining complete and accurate information on our customers' records is important. If you become aware that we may have any inaccurate information, please write us at 2415 Owen Road Ste. A, Fenton, MI 48430, or call us at 810-579-5808.
How we share information
Financial Design Strategies does not disclose private or nonpublic personal information about our customers or former customers to anyone, except as required or permitted by law or as authorized by you in writing. We do not sell customer lists or any information about our customers. We may share information about you with our affiliated companies, associates within the firm, and personnel. Also, we may share information about you with companies and individuals who perform services on our behalf. Examples would include:
- Sharing personal information with our registered investment firms and life insurance companies for purposes of completing your requested transaction.
- Sharing personal information with our service providers who distribute legally required documents such as prospectuses, annual reports, and proxy statements.
Information safeguarding
Financial Design Strategies will internally safeguard your nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account. In addition, we will maintain physical, electronic, and procedural safeguards that meet federal and/or state standards to guard your nonpublic personal information, review our policies and procedures, and monitor our computer networks.
Mobile opt-in & SMS consent
Mobile opt-in, SMS consent, and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.
Your choices
You do not need to take any action in response to this notice of our Privacy Policy and Practices. Because we do not share your private or nonpublic personal information other than as described above, you do not need to opt-out or opt-in. If you have any questions or want more information concerning our privacy policies, please contact us by mail at 2415 Owen Road Ste. A, Fenton, MI 48430, or by telephone at 810-579-5808.
Gina C. Wells is an Investment Advisory Representative of Brookstone Wealth Advisors, LLC (also known as Retirement Wealth Advisors), 1745 S. Naperville Road, Suite 200, Wheaton, IL 60189, (630) 923-6850. Investment Advisory Services are offered through RWA. Financial Design Strategies and RWA are not affiliated.
Additional information about Gina Wells is available on the SEC's website at www.adviserinfo.sec.gov.