Welcome to Independent Financial Planner Hartford! Your privacy is important to us, and we’re committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, and safeguard your data. If you have any questions or need more details, we’re here to help. Let’s go through the key points to keep everything clear and straightforward.

1. Information We Collect

We collect information that you provide to us directly, such as your name, contact details, financial information, and any other details relevant to your financial planning. This helps us tailor our services to meet your specific needs. If you’re curious about what information we collect or why it’s needed, feel free to ask. We’re here to provide clarity. Sounds good?

2. How We Use Your Information

Your information is used solely to provide and improve our financial planning services. This includes creating personalized plans, managing your account, and communicating important updates. We only use your data for the purposes you’ve agreed to and never for anything else. If you have questions about how your information is used or need more details, don’t hesitate to reach out. We’re here to keep things transparent. Sounds good?

3. Sharing Your Information

We value your privacy and do not share your personal or financial information with third parties, except where necessary to provide our services or as required by law. Our partnerships with other financial planners in Hartford, CT, are designed to enhance the services we offer, but your data remains protected. If you’re curious about how we collaborate with other professionals or have any concerns, please let us know. We’re here to address any questions you might have. Sounds good?

4. Data Security

We implement robust security measures to protect your information from unauthorized access, alteration, or disclosure. This includes secure systems and procedures designed to keep your data safe. If you have any questions about our security practices or how we protect your information, feel free to get in touch. Your peace of mind is important to us. Sounds good?

5. Your Rights

You have the right to access, correct, or delete your personal information at any time. If you want to review or update your data, simply reach out to us. We’re here to ensure your information is accurate and up to date. If you have any concerns about your rights or need assistance, don’t hesitate to ask. We’re happy to help. Sounds good?

6. Changes to This Privacy Policy

We may update this Privacy Policy occasionally to reflect changes in our practices or services. We’ll notify you of any significant changes and encourage you to review the policy regularly. If you have questions about updates or need further explanation, feel free to contact us. We’re here to keep everything clear and easy for you. Sounds good?

7. Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your information, please reach out. You can contact us via phone, email, or our contact form. We’re here to assist you and make sure you’re comfortable with how your data is managed. Looking forward to hearing from you! Sounds good?