The Financial Architects – Building Something Great!

Privacy Policy

The Financial Architects (“The Financial Architects,” “we,” or “us”) respects your privacy and is committed to protecting it by complying with this privacy notice (“Privacy Policy”). This Privacy Policy describes the types of information we may collect; who we may collect it from; and our practices for collecting, using, maintaining, protecting, and disclosing that information when you visit our website at https://tfawealthplanning.com/ (“Site”), use our mobile application (“Mobile App”), or in connection with the services available on the Site or Mobile App (the Site, Mobile App, and such services collectively, the “Offerings”).

Please read this Privacy Policy carefully to understand our policies and practices regarding your information and how we will treat it. If you do not agree with our policies and practices, your choice is not to use any of our Offerings. By accessing or using our Offerings, you agree to this Privacy Policy and consent to the collection and processing of your information as described herein. This Privacy Policy may change from time to time. Your continued use of our Offerings after we make changes is deemed to be acceptance of those changes, so please check this Privacy Policy periodically for updates.


WHEN THIS PRIVACY POLICY APPLIES

This Privacy Policy applies to information we collect:

  • on this Site;
  • when you or your authorized representative accesses or uses the Offerings; or
  • in email, text, and other electronic messages between you and us.

It does not apply to information collected by any third party, including through any application or content that may link to or be accessible from or on the Site.


INFORMATION WE COLLECT ABOUT YOU AND HOW WE COLLECT IT

We collect several types of information from and about users of our Site, including:

  • Personal Information: Information by which you may be personally identified such as your name, email address, phone number, physical address, or any other information that could be associated with or used to identify you.
  • Technical Information: Details about your internet connection, the equipment you use to access our Offerings (including usage details and IP addresses), and details of your visits to and usage of our Offerings such as traffic data, logs, and communication data.

We collect this information:

  • Directly from you when you provide it to us; or
  • Automatically as you navigate through the Site or access or use the Offerings through automated data collection technologies such as cookies and other tracking technologies.

INFORMATION YOU PROVIDE TO US

The information we collect on or through our Site may include:

  • Information you provide by filling in forms on our Offerings.
  • Records and copies of your correspondence (including email addresses) if you contact us, including when you report a problem with our Offerings.
  • Any additional information you request or provide when seeking further details or services.

INFORMATION WE COLLECT THROUGH AUTOMATIC DATA COLLECTION TECHNOLOGIES

As you navigate through and interact with our Site, we may use automatic data collection technologies to gather certain information about your equipment, browsing actions, and patterns, including:

  • Details of your visits to our Site or Mobile App, including traffic data, location data, logs, and other communication data and the resources that you access and use.
  • Information about your computer and internet connection, including your IP address, operating system, and browser type.

The information we automatically collect via client-side or server-side tracking is statistical data and does not include personal information. It helps us improve our Offerings and deliver a better and more personalized service by enabling us to:

  • Estimate our audience size and usage patterns.
  • Store information about your preferences, allowing us to customize our Offerings according to your individual interests.
  • Recognize you when you return to our Site.

The technologies we use for this automatic data collection may include cookies. A cookie is a small file placed on the hard drive of your computer. You may refuse to accept browser cookies by activating the appropriate setting on your browser. However, if you do so, certain parts of our Site may become inaccessible or not function properly. Unless you have adjusted your browser settings to refuse cookies, our system will issue cookies when you direct your browser to our Site.


THIRD PARTY AUTOMATED DATA TRACKING TECHNOLOGIES

Our Site also uses third-party tools like Google Analytics, which use cookies or other tracking technologies to help us analyze how users interact with and use the Offerings, compile reports on activity, and provide other services related to activity and usage. Google Analytics may collect information such as your IP address, time of visit, whether you are a return visitor, and referring website. To learn more about how Google Analytics collects and processes data, you may visit Google’s Privacy & Terms.


HOW WE USE YOUR INFORMATION

We use the information that we collect about you or that you provide to us for purposes including, but not limited to:

  • Presenting our Offerings and its contents to you.
  • Providing you with information, products, or services that you request from us.
  • Fulfilling any other purpose for which you provide the information.
  • Carrying out our obligations and enforcing our rights arising from any contract between you and us.
  • Notifying you about changes to our Offerings or any products or services we offer.
  • Any other purpose with your consent.

WHO WE SHARE YOUR INFORMATION WITH

We may disclose information that we collect or that you provide as described in this Privacy Policy:

  • To Contractors and Service Providers: We may share your information with contractors, service providers, and other third parties who are bound by contractual obligations to maintain the confidentiality of your personal information and use it solely for the purposes for which we disclose it.
  • Business Transfers: In the event of a merger, divestiture, restructuring, reorganization, dissolution, or sale or transfer of some or all of The Financial Architects’ assets, your personal information may be among the assets transferred.
  • For Other Purposes: We may disclose your information to fulfill the purpose for which you provided it, for any other purpose disclosed by us when you provided the information, or with your consent.
  • Legal Compliance: We may also disclose your information to comply with any court order, law, or legal process, including to respond to any government or regulatory request.
  • Protection: If we believe disclosure is necessary or appropriate to protect the rights, property, or safety of The Financial Architects, our users, or others, we may do so.

We may also disclose aggregated information that does not identify any individual user without restriction. Such aggregated data may be used for promotional, analytical, or other purposes described in this Privacy Policy.


HOW WE PROTECT YOUR INFORMATION

We have implemented measures designed to secure your personal information from accidental loss and from unauthorized access, use, alteration, and disclosure. All information you provide is stored on secure servers behind firewalls, and all personal information is encrypted using SSL technology.

However, please note that the transmission of information via the internet is not completely secure. Although we do our best to protect your personal information, we cannot guarantee its complete security during transmission. Any transmission of personal information is at your own risk, and we are not responsible for any circumvention of privacy settings or security measures contained on the Offerings.


RETENTION OF YOUR INFORMATION

We will retain your personal information for as long as necessary to provide the Offerings to you. Thereafter, we will retain your personal information for as long as is permissible by law for record-keeping purposes.


YOUR CHOICES ABOUT YOUR INFORMATION

We strive to provide you with choices regarding the personal information you provide to us. Below are some options for managing your information:

TRACKING TECHNOLOGIES

You can set your browser to refuse all or some cookies or to alert you when cookies are being sent. If you disable or refuse cookies, please note that some parts of our Offerings may become inaccessible or not function properly.

PROMOTIONAL OFFERS FROM THE FINANCIAL ARCHITECTS

If you do not wish to have your contact information used by us to promote our products or services, you can opt out at any time by emailing [email protected] with your request. If you receive a promotional email or text message, you may reply asking to be removed from future communications. Please note that we will not send you any promotional text messages unless you have explicitly opted in via a form on our Site or Mobile App.

DO NOT TRACK SIGNALS

Some web browsers (including Safari, Internet Explorer, Firefox, and Chrome) incorporate a “Do Not Track” (“DNT”) or similar feature that signals to websites that you do not want your online activity tracked. While not all browsers offer a DNT option and DNT signals are not uniform, we will honor any DNT signal we receive where technically feasible.


LINKS TO OTHER WEBSITES AND OFFERINGS

Our Site may contain links to other websites, applications, or services. We are not responsible for the privacy practices of these third parties. We encourage you to review the privacy notices of any third-party sites or applications before providing any data.


CHILDREN UNDER THE AGE OF 13

We do not knowingly collect information from children under the age of 13. If you are under 13, please do not use or provide any information on our Site or through any of its features or Offerings. If we learn that we have inadvertently collected personal information from a child under 13 without parental consent, we will delete that information immediately. If you believe we might have any information from or about a child under 13, please contact us at [email protected].


CHANGES TO OUR PRIVACY POLICY

If you do not agree to this Privacy Policy, please do not use our Offerings. We reserve the right to revise this Privacy Policy at our sole discretion. The “Last Updated” date at the top of this page reflects the most recent changes. All changes are effective 15 days after the date noted for current users and immediately for new users. Your continued use of our Offerings following the posting of changes means you accept and agree to the updated Privacy Policy. Additionally, we may notify you of changes via email.


HOW TO CONTACT US

To ask questions or comment about this Privacy Policy or our practices, please contact us at:

Email: info@tfainsuranceadvisors.com
Phone: (888) 350-5396
Mailing Address: 13890 Peyton Dr #A Chino Hills, CA 91709