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| Norman P. Chiodras |
| Retirement Planners, Inc. PRIVACY NOTICE It is the policy of Retirement Planners, Inc. (“RPI”) to keep confidential nonpublic personal information (“information”) pertaining to each current and former client (i.e., information and records pertaining to personal background, investment objectives, financial situation, tax information/returns, investment holdings, account numbers, account balances, etc.) unless RPI is: (1) previously authorized by the client to disclose information to individuals and/or entities not affiliated with RPI, including, but not limited to the client’s other professional advisors and/or service providers (i.e., attorney, accountant, insurance agent, broker-dealer, investment adviser, account custodian, etc.); (2) required to do so by judicial or regulatory process; or (3) otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations. The disclosure of information contained in any document completed by the client for processing and/or transmittal by RPI in order to facilitate the commencement/continuation/termination of a business relationship between the client and a nonaffiliated third party service provider (i.e., broker-dealer, investment adviser, account custodian, insurance company, etc.), including information contained in any document completed and/or executed by the client for RPI (i.e., advisory agreement, client information form, etc.), shall be deemed as having been automatically authorized by the client with respect to the corresponding nonaffiliated third party service provider. Each individual and/or entity affiliated with RPI is aware of RPI’s Privacy Policy, and has acknowledged his/her/its requirement to comply with same. In accordance with RPI’s Privacy Policy, each such affiliated individual and/or entity shall have access to information to the extent reasonably necessary for RPI to perform its services for the client, and to comply with applicable regulatory procedures and requirements. Should you have any questions regarding the above, please contact Norman P. Chiodras, President of Retirement Planners, Inc., at 630-495-9700 or Toll Free: 1-877-RETIRES (1-877-738-4737) |
Our Mission Statement
Our ADV Part II (background and history of the firm) is available on line or upon request.
Norman P. Chiodras is the owner of Retirement Planners, Inc. which is a non-registered NASD firm. Mr. Chiodras clears his security investments through Mack Investment Securities, Inc., 1939 Waukegan Road, Glenview, IL 60025 (847-657-6600). RPI, Inc is a Registered Investment Advisor, registered with the State of Illinois.
For more information or comments about this web site contact:
Norman P. Chiodras
Retirement Planners, Inc.
2001 Midwest Road, Suite 107
Oak Brook, IL 60523-1335
Phone: 630-495-9700
Toll Free: 1-877-RETIRES (1-877-738-4737)
Fax: 630-495-9720
Copyright © 1998 Retirement Planners, Inc.
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