Privacy & Disclosures
Our commitment to protecting the confidentiality of client information.
Privacy Policy
Our Commitment to Your Privacy
True Path Financial Design is committed to protecting the confidentiality of client information. Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser.
We recognize the importance of safeguarding non-public personal information entrusted to us and maintain policies and procedures designed to protect that information.
Information We Collect
In connection with providing financial planning and advisory services through Foundations, we may collect personal information necessary to establish and service client relationships. This information may include:
• Information provided on account applications and agreements
• Financial and investment information relevant to planning services
• Information received from custodians or financial institutions
• Communications regarding financial goals and objectives
This information may include non-public personal information required to provide advisory services and comply with regulatory obligations.
How Information Is Used
Client information is used to support the delivery of financial planning and investment advisory services. This may include:
• Establishing and maintaining accounts
• Providing financial planning and investment recommendations
• Communicating regarding financial strategies or account activity
• Meeting legal and regulatory obligations
TruePath Financial Design does not sell, rent, or trade personal information.
Information Sharing
Personal information may be shared with the following parties when necessary to provide services:
• Foundations Investment Advisors, LLC
• Qualified custodians and financial institutions
• Insurance carriers or product providers, where applicable
• Third-party service providers assisting with operational support
• Regulatory authorities when required by law
All such parties are expected to maintain appropriate safeguards to protect client information.
SMS Communications and Mobile Information
True Path Financial Design may collect your mobile phone number when you provide it through an online form, paper form, telephone conversation, in-person conversation, or other direct interaction with our firm.
If you consent to receive SMS communications from TruePath Financial Design, we may use your mobile phone number to send appointment reminders, meeting follow-ups, requests for information, service-related notifications, account-related communications, and other messages concerning your relationship with our firm.
Your consent to receive SMS messages is voluntary and is not a condition of purchasing any product or service.
Mobile Opt in, SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.
We may share information with service providers that assist us in delivering SMS communications, but only as necessary to provide those services and subject to appropriate confidentiality and data-protection requirements.
Message frequency may vary. Message and data rates may apply. You may opt out at any time by replying STOP to any message. For assistance, reply HELP or contact True Path Financial Design through our website.
SMS Terms & Conditions
SMS Consent and Communications
By providing your mobile phone number and consenting to receive text messages, you agree to receive SMS communications from TruePath Financial Design.
Consent to receive SMS messages is voluntary and is not a condition of purchasing any product or service. The mobile phone number and consent information obtained through the SMS consent process will not be shared with third parties or affiliates for marketing purposes.
Types of SMS Communications
If you consent to receive text messages from True Path Financial Design, you may receive communications concerning:
* Appointment and meeting reminders
* Follow-up messages after meetings or telephone conversations
* Requests for documents or additional information
* Service-related notifications
* Account-status communications
* Event or educational-program reminders
* Other communications related to your existing or prospective relationship with True Path Financial Design
True Path Financial Design will not request that you provide passwords, Social Security numbers, complete account numbers, or other highly sensitive information through an SMS message.
Message Frequency
Message frequency varies depending on your interactions with TruePath Financial Design and the services you request.
Message and Data Rates
Message and data rates may apply depending on your mobile carrier and service plan. Charges may vary for messages sent or received domestically or internationally. TruePath Financial Design is not responsible for charges imposed by your mobile carrier.
How to Opt In
You may opt in to receive SMS communications from TruePath Financial Design through one or more of the following methods:
* Completing a paper consent form
* Providing consent verbally during a telephone or in-person conversation
How to Opt Out
You may opt out of receiving SMS communications at any time by replying STOP to any text message from TruePath Financial Design.
After submitting an opt-out request, you may receive one final message confirming that you have been unsubscribed. You will no longer receive SMS messages unless you provide consent again.
You may also contact TruePath Financial Design directly and request removal from our SMS messaging list.
Help and Support
For assistance, reply HELP to any SMS message from True Path Financial Design or visit our Contact Us page.
Additional Options
If you do not wish to receive SMS communications, do not select the SMS-consent checkbox on our forms. You may continue to communicate with True Path Financial Design through other available methods.
Standard SMS Disclosures
* Message and data rates may apply.
* Message frequency varies.
Reply *STOP** to unsubscribe.
Reply *HELP** for assistance.
* Please review our Privacy Policy for additional information about how we collect, use, and protect personal information.
* Carriers are not liable for delayed or undelivered messages.
Data Security
Administrative, technical, and physical safeguards are maintained to protect client information from unauthorized access or misuse. Secure systems and encrypted communication methods may be used where appropriate.
Website Use & Cookies
This website may use cookies or similar technologies to enhance functionality and analyze general website usage.
These tools collect general browsing information and do not collect non-public personal financial information through the website itself.
Users may disable cookies through their browser settings; however, certain website functionality may be affected.
Third-Party Links
This website may contain links to third-party websites, including custodians or service providers. TruePath Financial Design is not responsible for the privacy practices or content of external websites.
Advisory Disclosures
Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser.
Nothing on this website constitutes investment, legal, or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction of future results or representative of any past results for any specific client of Foundations.
This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment, or planning strategy is suitable for any specific person.
Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures.
Investments in securities involve risk, including the possible loss of principal. Past performance is not a guarantee of future results.
Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure. Foundations reserves the right to accept or reject any prospective client.
For more information about Foundations Investment Advisors, LLC, please visit:
and search by Foundations Investment Advisors, LLC or CRD #175083.
You may also review Foundations’ regulatory filings, including Form ADV Part 2A, Form CRS, and its Privacy Policy at:
Insurance Disclosure
Any comments regarding safe and secure investments and/or guaranteed income streams refer only to fixed insurance products overseen by state insurance regulators and not to any investment advisory products.
Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company and are not guaranteed by any bank or the FDIC.
Contact Information:
4951 Babcock St. NE Suite 2
Palm Bay FL 32905
connect@truepathforward.com
321-914-0900