The Family Firm, Inc.: Personal Financial Advisors
 
Privacy Policy PDF Print

The Family Firm, Inc., an independent financial advisory firm, is committed to safeguarding the confidential information of its clients and prospective clients. Your visit to our Web site is completely confidential. We do not collect (or allow others to collect) information about you via electronic means during your visit to our site.

If you wish to contact The Family Firm, Inc., we do request some contact information so we can respond to your inquiry. The information submitted through our contact form will be used only to respond directly to your inquiry. If you contact us, we hold all personal information provided to our firm in the strictest confidence. We will not contact you in the future except with your authorization.

If you become a client, confidential records include all personal information that we collect from you or receive from other firms in connection with our services. We also require other firms with whom we deal to restrict the use of your information.

Like most web sites, we use log files. Log information includes Internet protocol (IP) addresses, browser type, Internet service provider (ISP), referring/exit pages, platform type, and date/time stamp. Our site administrator also collects the number of clicks to analyze trends, administer the site, track users' movement in the aggregate, and gather broad demographic information for aggregate use. IP addresses, etc., are not linked to personally identifiable information.

A complete privacy statement concerning our firm's policy is available upon request.