Privacy & Refund

Overview

I make every effort in my business dealings to be fair, honest and generous. In return I trust that will be reciprocated.

Privacy

Any information that you provide will only be used by me to serve you better. It will not be shared or sold to anyone. Period.

Refund

If you decide to cancel your subscription to Capital Ideas or Permanent Alert, you will receive a pro-rated refund for for the unexpired months remaining with no questions asked.

Refunds cannot apply to customized reports such as Portfolio Evaluations or Investment Plans.

© MMII-MMXII by Dimensional Investment Planning Inc. All rights reserved.