Personal Information We Collect – There are two primary ways we collect information about you: (1) when you voluntarily provide it to us while using the Services; and (2) with automatic technologies connected to the Services. We explain this in further detail below in the sections titled “Information You Provide to Us” and “Information We Automatically Collect.”  Regardless of the method, including SMS, any information collected will not be shared with or sold to a 3rd party.

Information You Provide to Us – We collect information that you voluntarily provide when using the Services. For example, if you commence a financial planning process with one of our staff, we may collect the information you provide or authorize us to collect, such as your name, e-mail address, cell phone number and certain financial information. If you choose to open an account, we may also collect other personal information, such as your full legal name, contact information, date of birth, Social Security Number and other information that may be used to identify you.

Information We Automatically Collect – When you visit or use the Services, we may gather certain information about the device or browser you are using via automated means (e.g., cookies and web beacons) including, but not limited to, device identifiers, IP address, browser version and configuration, operating system details, language preferences, and length of visits. Cookies are elements of data that a website can send to your browser when you visit that website. Like most commercial website owners, we may use cookies to help you manage your use of the applicable Services. We may use cookies as follows:

  • To recognize you as a regular user;
  • To remind us of your identity;
  • To customize your website experience and target ads and offers to you;
  • To track your progress;
  • To measure and analyze website traffic patterns to understand how our users’ habits are similar or different from one another;
  • To compile statistics on usage patterns; and
  • To conduct other research

In addition, we use cookies, web beacons, or similar technologies to collect information through data analytics tools like Google Analytics and other third-party tracking pixels to improve your site experience, to serve you better ads on other sites, and to track your activity over time and across websites, as well as across different devices you use to access the Internet

Many web browsers provide options to allow you to stop accepting new cookies, or to disable existing cookies. Please be aware that if you disable cookies on your browser, you may not be able to use certain features of the Services or other websites and disabling cookies may invalidate opt-outs that rely on cookies to function.