Privacy Policy

Working with Level Ground means sharing real financial details, account balances, Social Security numbers, and sometimes health-related information tied to long-term care planning. This policy explains plainly how that information is collected, stored, and protected, and the specific, limited circumstances under which it's ever shared.

The full policy is available below as a downloadable, printable PDF.

Download PDF

Level Ground LLC

769 Centre St, Suite 216, Boston, MA

617-655-6921

By appointment only

Level Ground is a welcoming practice for LGBTQ+ and transgender clients.

Will Thiel is a Massachusetts-licensed insurance adviser for life, health, and long-term care insurance (NPN 22299454) and a life and health producer licensed in NY, MA, and RI. Full license details and independent verification are available on our FAQ and Credentials page.

Level Ground does not provide investment, tax, or legal advice. Consult a CFP, CPA or attorney, as appropriate, for guidance specific to your situation.

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