At The Financial Paths, we value your trust and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, and safeguard your information when you use our services.

 

1. Information We Collect

We may collect the following types of information:

• Personal Information: This includes your name, email address, phone number, and any other details you provide when creating an account or using our services.

• Financial Information: We may collect data related to your financial accounts, transactions, and preferences to provide tailored services.

• Usage Data: We collect information on how you interact with our website and services, including your IP address, browser type, and pages visited.

2. Why We Collect Your Information

We collect your information for several reasons, including:

• To provide and improve our services.

• To personalize your experience and offer tailored financial solutions.

• To communicate with you regarding your account or our services.

• To comply with legal obligations and regulatory requirements.

3. How We Protect Your Information

We take the protection of your information seriously and employ a variety of security measures, including:

• Encryption of sensitive data during transmission and storage.

• Regular security assessments and audits.

• Access controls to limit information access to authorized personnel only.

4. Your Control Over Your Information

You have the right to manage your personal information:

• Update: You can update your account information through your account settings.

• Manage: You may opt out of certain communications and marketing materials.

• Export: You can request a copy of your personal information in a commonly used format.

• Delete: You may request the deletion of your personal information, subject to legal obligations.

5. Sharing Your Information

We do not sell your personal information to third parties. We may share your information with trusted partners who assist us in providing our services, under strict confidentiality agreements.

6. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on our website. Your continued use of our services after any changes indicates your acceptance of the revised policy.

7. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us at:

The Financial Paths
Tel: 857-919-3747
info@thefinancialpaths.com