Clear Financial Strategies, LLC’s
Protecting Your Privacy
At Clear Financial Strategies, LLC, we respect your right to privacy and are committed to protecting it. Whether you are a current client or just visiting us online, we are dedicated to keeping any confidential financial information you provide us with secure and confidential. A summary of how we use and how we protect your information both online and in general is set forth below. You should be aware that linked sites (either to or from this website) may contain privacy or confidentiality provisions that differ from the provisions provided herein. Your use of linked sites is governed by the privacy policies and terms and conditions of those sites.
Our website, www.clearfinancialstrategies.com, is a great way for current and potential clients and prospective investment advisor representatives to find out more about Clear Financial Strategies, LLC’s services. Rest assured that when you visit our site we will not try to gather any personal identifiable information from you without you knowing it. The following summarizes the extent to which we gather and use information obtained through our website:
E-mail—In some cases, you may actually choose to provide us with your e-mail address or other personal information such as your address or phone number. For example, if you send us an e-mail for any reason, you are by default providing us with an e-mail address.
In most instances, your inquiry will be forwarded to a CFS representative who is licensed in your area for a response. This is necessary to help insure that your specific inquiry is answered in accordance with the laws and regulations in your state of residence. E-mail addresses or other information you voluntarily provide while visiting our website are used solely for the purpose of responding to your questions and concerns, and will only be shared with others in accordance with applicable laws and regulations, which in some instances may require sharing such correspondence with our legal and compliance departments or with state and/or federal regulators.
Protecting Our Children
We do not knowingly solicit data from children, and we do not knowingly market to children. We recognize that protecting children’s identities and privacy online is important and that the responsibility to do so rests with both the online industry and with parents.
Protecting Client Information in General
If you ever have any questions regarding any of these policies …