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Your Tax and Business Advisor
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Thank you for visiting us online at www.FinancialCoach.us. At Financial Coach, Inc., we want you to know the policies we have in place regarding what personal information we collect from you and how that information is used, disclosed and protected.
Financial Coach, Inc. ("We," "Us," or “Me”) is pleased to provide information to all of its customers about its Privacy Statement.
CLICK HERE to view Financial Coach Advisors, Inc. Privacy Disclosure Document.
Types of Information We Collect And How It Is Used
Information that You Voluntarily Submit - We only gather personal information, such as first and last names, addresses and email addresses, when you voluntarily submit it. For example, you may submit personal information that we collect in order to get your feedback on our web sites and our services. Depending on the service, we may obtain your consent in a number of ways, including:
Information that is Automatically Collected - "Cookies" are pieces of information that a web site transfers to your hard drive when you visit a web site. Cookies allow the web site to remember important information that will make your use of the site more convenient. Like most web sites, Financial Coach, Inc. uses cookies for a variety of purposes in order to improve your on-line experience. We may also employ cookies so that we remember you when you return to the site and to help customize your Financial Coach, Inc. web experience. We may associate personal information with a cookie file in those instances.
Use the options in your web browser if you do not wish to receive a cookie or if you wish to set your browser to notify you when you receive a cookie. Click on the "Help" section of your browser to learn how to change your cookie preferences. If you disable all cookies, you may not be able to take advantage of all the features of this web site.
As technology advances and cookies provide more functionality, we expect to utilize them in different offerings in different ways. As we do so, this Privacy Statement will be updated to provide you with more information.
Sharing of Personal Information
We may share personal information within the Financial Coach, Inc. Family. The Financial Coach, Inc. Family includes Financial Coach Advisors, Inc., our subsidiaries, personnel and our affiliates. We require each member of the Financial Coach, Inc. Family to comply with this Privacy Statement. Occasionally, with your permission, we will send marketing information to you. If you do not elect to receive such materials, we will not send them to you.
We may engage other companies to perform a variety of functions, such as fulfilling orders, assisting with promotions, providing technical services for our web sites, etc. These companies may have access to your personal information if needed to perform such functions. However, these companies may only use such personal information for the purpose of performing that function and may not use it for any other purpose.
We do not sell, transfer or disclose personal information to third parties outside the Financial Coach, Inc. Family (except in connection with Business Transfers, discussed below). However, if you give us permission via the opt-in option on our site, we may, on occasion send marketing information to you that may be of interest to you. You may be asked within the marketing information when you receive it if you wish to continue to receive marketing materials from Financial Coach, Inc. or our business partners.
We may someday sell our company or part of it or buy another company or part of a company. In such transactions, customer information generally is one of the transferred business assets, but remains subject to the promises made in any pre-existing Privacy Statement (unless you consent otherwise). In the unlikely event that we are acquired, or substantially all of our assets are acquired, customer information will be one of the transferred assets.
We reserve the right to use or disclose any information as needed to satisfy any law, regulation or legal request, to protect the integrity of the site, to fulfill your requests, or to cooperate in any law enforcement investigation or an investigation on a matter of public safety.
Changing Your Preference for Us to Contact You
If at any time, you would like to change your preference, please contact us at our telephone number, or by sending an e-mail to DavidLloyd@FinancialCoach.us.
Security
We maintain a variety of physical, electronic, and procedural safeguards to guard your personal information. For example, we use accepted tools and techniques to protect against unauthorized access to our systems. Also, we restrict access to personal information about you to those employees who need to know that information to provide products or services to you. You should be aware that we have no control over the security of other sites on the Internet you might visit, interact with, or from which you buy products or services.
Links to Other Sites
We may offer links to sites that are not operated by Financial Coach, Inc. If you visit one of these linked sites, you should review their privacy and other policies. We are not responsible for the policies and practices of other companies.
Other Financial Coach, Inc. Web Sites
All Financial Coach, Inc. web sites operated by Financial Coach, Inc. will adhere to this Privacy Statement. CLICK HERE to view Financial Coach Advisors, Inc. Privacy Disclosure Document (an Adobe Acrobat document).
Changes to our Privacy Statement
From time to time, it may be necessary for us to change this Privacy Statement, so we suggest that you check here periodically.
How to Contact Us
If you have any questions about our Privacy Statement, please contact me directly:
Mr. David A. Lloyd Financial Coach, Inc. (952) 943-3905
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Copyright © 2005-2008 Financial Coach, Inc. and Financial Coach Advisors, Inc. All Rights Reserved.
Information deemed reliable, but not guaranteed. Website user agrees to assume all risks of use. See Terms of Use for details. Financial Coach Advisors, Inc. is a Registered Investment Advisor in the State of Minnesota. David A. Lloyd is a licensed insurance agent in Minnesota and Wisconsin. This website is intended to solicit business in only those states that Financial Coach Advisors, Inc., David Lloyd, or any other affiliate is appropriately licensed. |
