Privacy Policies & Terms of Use

Waren and Associates

Privacy Policy

​We value your privacy and we want to help make your experience with Lifestyle Income Strategies as satisfying and safe as possible. We have established this Privacy Policy to explain how we receive, use, and share information you may provide in connection with your access to this website.

TYPES OF INFORMATION WE COLLECT. In connection with your use of this Site, we may collect both personally identifiable information (“PII”) and non-personally identifiable information (“Non-PII”). PII includes information such as your name, address, phone number, zip code, email address, and similar information. Non-PII is non-personally identifiable information, and may include, for example, your IP address, browser type, domain names, access dates and similar information.

Use AND SHARING of Information. We DO NOT use the information you provide to us for any purpose other than for the direct use in your personal financial planning sessions. We DO NOT share your information with third parties unless your express written or verbal consent is provided to our firm.

PERMISSION TO CONTACT YOU AND YOUR RIGHT TO OPT OUT OF FURTHER CONTACT. Your provision of information to us through the Website will be considered a grant of permission for us to contact you through any means provided (including but not limited to mail, phone, text message, fax, etc;). You have the right to opt-out of further promotional contact from us. If at any time you desire to be removed from an email mailing list, please send your request to mholt@listrategies.com or to PO Box 25534, Anaheim, CA 92825. It may take up to 10 days for us to process your request. Please be aware that this opt-out only applies to future messages and that we may still send you messages for administrative purposes as permitted by law.

PROTECTION OF YOUR INFORMATION. We maintain a variety of security measures to protect against the loss, misuse, and alteration of Information under our control. Although we make good faith efforts to maintain the security of such Information, we cannot guarantee that it will remain free from unauthorized access, use, disclosure, or alteration. Further, we cannot guarantee that our security measures will prevent unauthorized persons from accessing or obtaining this information. We assume no liability to you or any other party in relation to the unauthorized access, use, or alteration of any information provided to us.
If we become aware of a security breach, we may attempt to notify you electronically so that you can take appropriate protective steps. By using the Site or providing Information to us, you agree that we can communicate with you electronically regarding security, privacy, and administrative issues relating to your use of the Site. If you believe that there has been a breach of the Site’s security, please contact us at 866-275-5260.

Updates to This Privacy Policy. We may update or amend this Privacy Policy at any time. No prior notice of any update or amendment is required, and all updates or amendments are effective upon being posted. We encourage you to periodically review this Privacy Policy to stay informed about our collection, use, and disclosure of Information on the Site. Your continued use of the Site constitutes your agreement to this Privacy Policy and any updates.

Contacting US. If you have questions about this Privacy Policy, you may contact us at the following phone number of 866-275-5260 or by email at mholt@listrategies.com.

Channel Domain Owner is-

Waren and Associates