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We offer a free phone consultation. Your questions will be answered in a confidential telephone conference. If you decide to take the next step, we will meet in person or via Zoom to discuss a project that will address your key issues in a no commitment environment.
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BAS Capital Management, LLC is committed to maintaining confidentiality, integrity and security of the personal information that is entrusted to us.
The categories of nonpublic information that we collect from you may include information about your personal finances, information about your health to the extent that it is needed for the financial planning process, information about transactions between you and third parties and information to help you meet your personal financial goals.
With your permission, we disclose limited information to attorneys, accountants, and mortgage lenders with whom you have established a relationship. You may opt out from our sharing information with these nonaffiliated third parties by notifying us at any time by telephone, mail, fax, email, or in person. With your permission, we share a limited amount of information about you with your investment advisor(s) or brokerage firm(s).
We maintain a secure office to ensure that your information is not placed at unreasonable risk.
We do not provide your personal information to mailing list vendors or solicitors.
We require strict confidentially in our agreements with unaffiliated third parties that require access to your personal information, including financial service companies, consultants and auditors. Federal and state securities regulators may review our Company records and your personal records as permitted by law.
Personally, identifiable information about you will be maintained while you are a client, and the required period thereafter that records are required to be maintained by federal and state securities laws. After that time, information may be destroyed.