Privacy Policy

You can access the Jeffrey N. Mehler, CFP^® LLC web site and browse without disclosing your personal data. No ad server company or third party will collect or be provided with information such as your domain name, your IP address or click-stream information when you view our site. Jeffrey N. Mehler, CFP^® LLC does not log IP addresses of individual users for data harvesting.

 

Cookies

The Jeffrey N. Mehler, CFP^® LLC web site will not require the use of cookie files or cookies to view public information. A cookie file is an electronic record containing unique information a web site can use to track such things as passwords; lists of pages visited; and the date when a specific page was accessed; or to identify a user session at a particular web site. A cookie is often used in commercial sites to identify the items selected for a specific shopping cart or web portal.

 

E-Mail

Please do not transmit personal, sensitive, confidential or privileged information through the e-mail facility provided by the Jeffrey N. Mehler, CFP^® LLC web site.

 

Client Relationship Summary

This document provides a summary description of our financial planning services, investment management services and our fees. Within the summary you will be able to research firms and financial professionals as well as access our Form ADV Part 2A disclosure on file with the U.S. Securities and Exchange Commission (“SEC").

Download Client Relationship Summary