Here are our latest thoughts from See the Forest Through the Trees.
Being able to live where you want during retirement is one of the great discussions a family can have. COVID-19 has made that conversation even more
There are some exciting things happening at my company Celestial Wealth Management and I wanted to let you in on a few of them… A digital
New tax breaks and other promising developments make launching a startup 401(k) plan for employees a much more viable option for small businesses. It is often
Colin Exelby, CFP® contributed to a great article by Chris Carosa in Forbes Magazine that discusses whether a SEP IRA or a Solo 401(k) is better
Through this policy and its underlying procedures, Celestial Wealth Management attempts to secure the confidentiality of customer records and information and protect against anticipated threats or hazards to the security or integrity of current and former clients’ records and information. We want you to know what information we collect and how we use and safeguard that information.
We collect certain nonpublic information about you (“Customer Information”). The
essential purpose for collecting Customer Information is to allow us to provide advisory services to you. The types of personal information we collect and share depend on the product or service you have with us. This information can include:
We restrict access to your nonpublic personal information to those employees who need to know that information to provide products or services in furtherance of the client’s engagement with Celestial Wealth Management. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.
We collect your personal information, for example when you
We may disclose the client’s information for our everyday business purposes:
If you have questions about this privacy notice or about the privacy of your customer information call (443) 438-7211 or visit http://www.celestialwm.com and ask to speak to the Chief Compliance Officer