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Northwest Suburbs
1821 Walden office Square
Suite 400
Schaumburg, IL 60173

Phone: (224) 300-5174

 
Western Suburbs
3333 Warrenville Road
Suite 200
Lisle, IL 60532
 
Northern Suburbs
790 Estate Drive
Suite 200
Deerfield, IL 60015
Copyright © 2020 Retirement Info Chicago. All Rights Reserved. 

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Retirement Info Chicago are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by BCM.  Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. 

RETIREMENT INFO CHICAGO PRIVACY POLICY

At Retirement Info Chicago (RIC) your trust is our top priority.  The confidentiality of your personal financial information is of paramount importance to all of us, and we will remain vigilant in protecting your privacy.  We are sending you this privacy notice to help you understand how we use your private financial information, and to let you know what we do to help protect your privacy.

 
What Information Do We Collect From You and About You?


To serve your client needs, RIC collects information from you and about you.  Some of this information is collected to satisfy certain legal and regulatory requirements, while other information is collected so that we can service your account effectively.  Examples of the information that we collect includes:

Information from your account application and other forms, such as name, address, Social Security number, telephone number, employment information, income, net worth, investment experience, and other information to service your account effectively.  We may also collect information from consumer reporting agencies Information about your financial transactions, including securities purchased and sold, fund transfers, account balances, and other account activities.
 
To Whom Do We Disclose Your Information?


RIC does not sell your personal financial information to anyone.  However, we do disclose your personal information to third parties or outside companies that help us process your transactions or service your account. One such company is the clearing firm which processes your transactions and acts as the account custodian.  We may also provide information to outside service providers that held administer your accounts.  Any outside company or third party provider must limit their use of your information to the purpose for which it was provided.

RIC may also provide your personal information when permitted or required by law or regulation. Examples include providing information in response to a subpoena or court order, to cooperate with regulators, governmental authorities or law enforcement authorities, or in response to a request from a consumer reporting agency.  

Outside of these circumstances, we will not provide your personal information to third parties unless you have specifically asked us to do so.

 
What Do We Do To Protect Your Personal Information?


We restrict access of your personal financial information to personnel who require that information to service your business. All employees are trained regarding the policies and procedures encompassed by this privacy policy. We maintain physical, electronics and procedural safeguards to guard your personal information. This privacy policy applies to all of our current and former clients. If in the future this privacy policy needs to change for any reason, we will provide you with written notification of the change, allowing you the opportunity to opt-out.

If you wish to receive the latest RIC Form ADV Part II, or for any questions regarding RIC's privacy policy, please call us at (224) 300-5174.​​