Privacy Policy

It is the policy of Tarheel Advisors, LLC and Preparing for Retirement to not disclose or sell personal information of any of our clients to third parties, unless:You have requested that we share this information with one of your other professional advisors, e.g., attorney, accountant.

If you are taking the Preparing for Retirement class you must refer to the privacy policy of the participating college or entity that is sponsoring the class