Privacy Policy
Effective date: [pending review]
This privacy policy is currently in draft form pending compliance review. It represents MyFINprint's current data-handling practices and will be finalized when review is complete.
Introduction
MyFINprint is a planning and advisory firm serving individuals, families, and business owners with coordinated financial planning across retirement, tax, estate, insurance, and business advisory work. This privacy policy describes how MyFINprint collects, uses, discloses, and safeguards the information you provide when visiting myfinprint.com or otherwise engaging with our services. By using the site or providing information to us, you consent to the practices described here.
As a financial services firm, MyFINprint handles any nonpublic personal information it receives consistent with the Gramm-Leach-Bliley Act (GLBA) and applicable state privacy laws.
Information We Collect
Through this website, we collect limited information you voluntarily provide, such as your name, contact details, and any information you enter into our forms or interactive tools. We also collect standard technical data such as IP address and cookie data as described below. Should you choose to engage our services, additional nonpublic personal information, which may include financial information, may be collected as part of that separate engagement and is handled consistent with GLBA and applicable state privacy laws.
How We Use Your Information
We use the information you provide to deliver our services, respond to your inquiries, schedule consultations, coordinate with the appropriate specialists on our team, and communicate updates that are relevant to your engagement. We use technical data to operate and improve the site, understand how visitors use our content, and support security and fraud prevention. Where permitted by law, we may use your contact information to send occasional educational content or firm updates, and you can opt out of these communications at any time.
By submitting your information through our forms, you consent to being contacted by MyFINprint using the contact methods you provide. You may opt out of marketing communications at any time using the unsubscribe link in our emails or by contacting us. We honor opt-out requests promptly and maintain our communications practices consistent with the CAN-SPAM Act and applicable telemarketing laws, including the Telephone Consumer Protection Act (TCPA).
Information Sharing and Disclosure
We do not sell your personal information. We share information only with your consent, with service providers who help us operate the site or deliver our services under contractual obligations to protect your data, and where required by law, regulation, subpoena, or valid legal process. We may also transfer information as part of a merger, acquisition, or sale of business assets, in which case you will be notified of the transfer.
Data Security
We use industry-standard administrative, technical, and physical safeguards to protect the information you provide, and we handle financial information consistent with applicable regulations governing financial services professionals. No method of transmission over the internet or electronic storage is completely secure, so while we work to protect your information, we cannot guarantee absolute security.
Your Rights
You have the right to access, correct, or request deletion of the personal information we hold about you, subject to applicable legal and regulatory retention requirements. You can opt out of marketing communications at any time by following the unsubscribe link in our emails or contacting us directly. To exercise any of these rights, contact us using the information at the bottom of this policy.
Cookies and Tracking Technologies
We use cookies and similar technologies to remember your preferences, analyze how the site is used, and support site functionality. You can control cookies through your browser settings, though some site features may not function properly if cookies are disabled.
Third-Party Services
We use third-party analytics providers to help us understand site usage and third-party service providers for customer relationship management, email communication, and related operational functions. These providers process information on our behalf under contractual restrictions consistent with this policy.
California Privacy Rights
California residents have specific rights under the California Consumer Privacy Act, including the right to know what personal information is collected about them, the right to request deletion, the right to opt out of the sale of personal information (which MyFINprint does not conduct), and the right to non-discrimination for exercising these rights. To exercise any of these rights, contact us using the information at the bottom of this policy.
Children's Privacy
Our services are directed to adults and are not intended for children under the age of thirteen. We do not knowingly collect personal information from children under thirteen. If we learn we have collected such information without proper parental consent, we will delete it.
Changes to This Policy
We may update this privacy policy from time to time to reflect changes in our practices, legal obligations, or the services we provide. When we make material changes, we will post the updated policy on this page and revise the effective date at the top. Continued use of the site after any change indicates your acceptance of the revised policy.
Contact Us
Questions about this privacy policy or our data practices can be directed to info@myfinprint.com or by phone at (831) 917-7645.