Your privacy and data security are fundamental to our financial planning services. Learn how we protect and handle your personal information.
This Privacy Policy describes how we collect, use, and protect your personal information when you use our financial planning services and website. We are committed to maintaining the highest standards of privacy and data protection to ensure your trust and confidence in our services.
256-bit SSL encryption protects all data transmission
Data stored in encrypted, SOC 2 compliant servers
Strict access controls and regular security audits
We implement comprehensive security measures including encryption, secure servers, regular security assessments, and strict access controls to protect your personal and financial information. Our systems are designed to meet or exceed industry standards for financial data protection.
We never sell, rent, or trade your personal information to third parties for marketing purposes. Your privacy is not for sale.
We may share information only with trusted service providers who assist in delivering our services:
You have the right to access and review the personal information we have collected about you.
Request corrections or updates to your personal information to ensure accuracy.
Request deletion of your personal information, subject to legal and regulatory requirements.
Opt-out of marketing communications while maintaining essential service communications.
We use cookies and similar tracking technologies to enhance your browsing experience, analyze website traffic, and improve our services. Here's what we collect:
Required for basic website functionality, security, and providing our services. These cannot be disabled.
Help us understand how visitors interact with our website to improve user experience and content.
We retain your personal information only as long as necessary to provide our services and comply with legal obligations:
Duration of relationship plus 7 years for regulatory compliance
3 years from last interaction unless consent is withdrawn
Analytics data retained for 2 years to improve services
We may update this Privacy Policy periodically to reflect changes in our practices, services, or legal requirements. We will notify you of significant changes by posting the updated policy on our website and updating the "Last Updated" date. For material changes, we may also send direct notifications to active clients via email.
If you have questions about this Privacy Policy, want to exercise your privacy rights, or have concerns about how we handle your data, we're here to help.
We typically respond within 24 hours
As a registered investment advisor, we are subject to strict regulatory requirements regarding client privacy and data protection. This Privacy Policy is designed to comply with applicable federal and state privacy laws, including regulations from the SEC, FINRA, and state insurance departments. Our privacy practices are regularly reviewed and audited to ensure ongoing compliance with evolving regulatory requirements.