It is the policy of Pence Wealth Management to safeguard the individual confidential information of each of our clients and/or prospective clients. We do not make your confidential information available to any third party. This information is safeguarded in our offices and not distributed in any way. This information will be used to develop specific tailored financial planning for you and will serve as the basis of our discussions at the conclusion of the presentation of your financial plan. All information provided to us will be returned to you unless in your sole discretion you wish us to keep it on file or you become a client of Pence Wealth Management and LPL. In that case, all your information will be safeguarded in accordance with Pence Wealth Management and LPL policies and maintained appropriately in our files in accordance with FINRA regulations. We value your privacy and appreciate the confidence that you have placed in us.