Wealth Planning Systems, LLC (WPS) collects nonpublic information about clients and consumers. We will not share nonpublic information about clients or consumers with third parties not affiliated with WPS, except as noted: 1. To complete transactions or account changes, as directed by the client. 2. To maintain or service a client's account. 3. If requested by the client. 4. With contracted service providers of administrativer functions for WPS. 5. If WPS is required or permitted by law or regulatory authorities with jurisdiction over the firm.