Privacy Policy

Who we are

Keystone College Planning is a subsidiary of Keystone Financial Group, a full-service financial planning firm located in Gahanna, Ohio.

Our Guarantee of Privacy and Confidentiality

It is important to Keystone College Planning and Keystone Financial Group that our clients are aware of our company’s Privacy Policy. Financial advisors, like all companies who receive personal financial information pertaining to their provision of services to customers, are required by law to inform their clients, in writing, of their policies regarding the privacy of client information. You can view the full privacy policy for Keystone Financial Group here: https://www.keystoneadvisors.com/privacy-policy

What personal data we collect and why we collect it

Comments

When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: https://automattic.com/privacy/. After approval of your comment, your profile picture is visible to the public in the context of your comment.

Contact forms

If you submit a form on our website, your data will be securely transferred to our office for processing. Depending on the information you enter, you may be contacted by a member of our team, or you may receive emails with information on college planning. You may unsubscribe from any unwanted emails at any time by clicking the unsubscribe link, or replying to the email with a request to be removed.

Cookies

If you leave a comment on our site 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.

If you have an account and you log in to this site, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select "Remember Me", your login will persist for two weeks. If you log out of your account, the login cookies will be removed.

If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.

Embedded content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

Analytics

We track aggregated data via Google Analytics to monitor the performance of our website over time.

Non-Public Personal Information

It is the policy of Keystone College Planning/Keystone Financial Group to keep all information that we collect from you confidential from all sources. We may collect nonpublic personal information about you from the following sources:

1. Information we receive from you during meetings & discussions, on applications, worksheets, Federal and State tax reporting forms, and from other documents we use in financial and related services.

2. Information about your transaction(s) with us, our affiliates, and others.

3. Information you may provide to us from outside agencies such as banks and brokerage houses.

We do not disclose any nonpublic personal information about our clients or former clients, except as permitted, required by law or approved by you in writing as listed below:

1. Requirements to comply with federal, state or local law

2. Requirements to disclose information in response to legal subpoenas

3. Requirements to comply with national, state or local licensing rules

4. Items you permit or request us to disclose, as authorized by you in writing

5. Information, which you authorize us to disclose

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with Federal regulations to guard your nonpublic personal information.

We will not sell, rent, trade, give away, or share your personal information (including email address, telephone number, or any other identifying personal information) with anyone for any reason unless you give us your explicit permission, or it is required in order to set up a financial plan which you have requested.

How long we retain your data

If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.

What rights you have over your data

If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Where we send your data

Visitor comments may be checked through an automated spam detection service.

Got Questions?

If you have any questions about this Privacy Policy, please feel free to discuss them with us, because your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us! We welcome questions and comments about our Privacy Policy. You may contact us at info@keystoneadvisors.com, or 614-300-9501, or via our contact form.