Privacy Policy
Effective Date: November 2, 2026
Financial Asset Allocation (“Company,” “we,” “us,” or “our”) respects your privacy. This policy explains how information may be collected, used, disclosed, retained, and protected when you visit our website, submit a form, request information, schedule a consultation, or subscribe to communications.
1. Information We Collect
We may receive your name, email address, telephone number, mailing details, appointment preferences, messages, and other information you voluntarily provide. We may also collect technical information such as browser type, device information, IP address, referring pages, and website usage data.
2. How We Use Information
- Respond to questions, service requests, and consultation inquiries.
- Provide and improve website experiences and requested services.
- Communicate about appointments, service information, newsletters, rate alerts, and offers where permitted.
- Maintain security, prevent misuse, troubleshoot technical problems, and meet legal obligations.
3. Cookies
We may use cookies, local storage, analytics tools, or similar technologies to remember preferences, understand traffic, measure performance, and improve the website. Your browser may provide controls for managing cookies.
4. Sharing
We may share information with service providers supporting hosting, communications, analytics, scheduling, security, or legitimate business functions. We may also disclose information when required by law or to protect rights, safety, and property.
5. Sensitive Financial Information
Please do not submit highly sensitive financial-account credentials, passwords, Social Security numbers, or payment-card information through an ordinary website form unless a secure designated process specifically requests it.
6. Security
We use reasonable administrative, technical, and organizational safeguards. No internet transmission or storage system can be guaranteed completely secure.
7. Retention
Information may be retained as reasonably necessary for business records, security, dispute resolution, and legal or regulatory requirements.
8. Your Choices
Where applicable, you may request access, correction, or deletion of certain information. You may unsubscribe from marketing emails using the unsubscribe process in our communications.
9. Children
The website is not intended for children under 18.
10. Third-Party Links
External websites may have their own privacy practices and policies. We are not responsible for third-party websites.
11. Changes
We may update this policy from time to time. The revised version will be posted on this page with an updated effective date.
12. Contact
Financial Asset Allocation
Phone: (712) 246-5149
Email: info@financialassetallocation.com