Orlando Financial Planner

Find out more about:


	QUESTIONS? Looking for a second opinion? Seeking the best ways to protect and grow your assets? If you’d like to talk privately with an independent, experienced advisor, please send us an E-mail or call us at (407) 260-6999.


	What’s a CERTIFIED FINANCIAL PLANNER^TM?

2010 Tax Tables

How to Select a Financial Planner

Roth IRA Conversion Basics

Roth IRA Conversion Comparison

Article Index

Send us an E-mail

Home Investing Planning Taxes Contact Us News & Updates

Privacy Policy & Privacy Disclosure Document

One of our priorities at LongView, Inc. is to protect your privacy. In our efforts to provide you the best possible service and results, and to conduct regular business, we may collect nonpublic personal information from sources such as:

- Information reported by you on applications or other forms you provide us

- Information about your transactions with us, our affiliates or others.

Our relationship with you is our most important asset. We understand that you have entrusted us with your private financial information, and we do everything we can to maintain that trust.

Our Privacy Policy applies to existing and former clients.

LongView, Inc. does not share or disclose any nonpublic personal information about it’s current or former clients, except as permitted by law. All information will remain confidential.

We do not sell your personal information to anyone.

We do not disclose personal information to third parties, unless one limited exception applies: We disclose personal information to companies that act as custodian of your account(s) and process or service your transactions or account(s), including companies that print and mail your statements.

We use your personal information to help us deliver the best possible service to you, and to fulfill our regulatory obligations.

We protect the confidentiality and security of your personal information.

LongView, Inc. will internally safeguard your nonpublic personal information by restricting access to only those employees who provide products or services to you or those who need access to your information to service your account.

In addition, we will maintain physical, electronic and procedural safeguards that meet federal and/or state standards to guard your nonpublic personal information.

We will provide notice of changes in our information sharing practices.

This web site is for informational purposes only and does not represent a complete description of our services. This web site is not a solicitation or offer to buy or sell securities or investment advisory services. Information throughout this site, whether stock quotes, charts, articles or any other statement or statements regarding market or other financial information, is obtained from sources we believe to be accurate; however, we do not guarantee the timeliness or accuracy of such information. Nothing on this web site should be interpreted to state or imply that past results are an indication of future performance. There are no warranties expressed or implied as to the accuracy, completeness, or results obtained from any information posted on this or any linked web site.

Information on this website does not involve the offering of personalized investment or financial planning advice. Rather, it is limited to proving only general information of investment, retirement, and financial planning ideas, services, and products.

Any and all charts, graphs, stock and/or mutual quotes, are for illustration purposes only. They do not depict actual investments or actual client experiences and results.

Hyperlinks on this website are listed for convenience only. LongView, Inc. does not take responsibility for the information, products, or services found via these hyperlinks.

We invite you to read our Privacy Policy.

LongView, Inc. is a Registered Investment Adviser registered in the State of Florida.

LongView, Inc. 740 Florida Central Parkway, Suite 2000 Longwood, FL 32750 Telephone: (407) 260-6999

For more information, call Ted Black, CFP® at (407) 260-6999.

Central Florida CERTIFIED FINANCIAL PLANNER^TM.

Retirement Planning and Financial Planning services in Orlando, Central Florida.

Independent Investment Adviser in Central Florida, Orlando.