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Strategic Financial Planning

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Privacy Policy

Effective Date: January 1, 2025
Last Updated: January 1, 2025

At Mazco LLC, we take privacy seriously and are committed to protecting the personal information of our clients and website visitors. This Privacy Policy outlines how we collect, use, and share opt-in information collected through our website.

Collection of Opt-In Information

  • We collect opt-in information from users through various forms on our website, including newsletter subscriptions, contact forms, consultation request forms, and client portal registration.
  • This information may include, but is not limited to, names, email addresses, phone numbers, and basic financial planning preferences.
  • We only collect opt-in information that is necessary for the purpose it was provided for.

Use of Opt-In Information

  • The opt-in information collected through our website is used to provide our clients with the services they requested, such as financial insights newsletters, consultation scheduling, market updates, and client support.
  • We may also use this information to personalize the user experience on our website and to improve our financial planning products and services.
  • Information may be used to provide tailored financial planning recommendations and wealth management insights.

Sharing of Opt-In Information

  • We do not sell, rent, or share opt-in information with third parties for marketing or promotional purposes.
  • Information may be shared with third parties only if mandated by law or regulatory requirements.
  • Sharing of information with subcontractors for support services, such as client service and administrative support, is permissible.
  • However, text messaging originator opt-in data and consent will not be shared with any third parties under any circumstances.
  • We may share information with financial service providers and regulatory bodies as required by law.

SMS Marketing

  • By providing your phone number and consenting to SMS marketing, you may receive up to 3 messages per week regarding financial insights, market updates, and appointment reminders.
  • Message and data rates may apply.
  • You can opt-out at any time by replying "STOP" to any SMS message.
  • For help, reply "HELP" or contact us directly at info@mazco.com.
  • We maintain records of all SMS consent for compliance with TCPA regulations.

Data Security

We take appropriate technical and organizational measures to secure the opt-in information collected through our website from unauthorized access, use, disclosure, or destruction. We employ industry-standard security protocols to protect sensitive financial information.

Financial Information

Any financial information shared through our consultation process is treated with the highest level of confidentiality and is used solely for the purpose of providing financial planning and wealth management services.

Changes to This Privacy Policy

We may modify this Privacy Policy from time to time to reflect changes in our privacy practices or regulatory requirements. If we make any changes, we will update this Privacy Policy and post the revised version on our website. Continued use of our services after changes constitutes acceptance of the updated policy.

Contact Information

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

Mazco LLC
Email: info@mazco.com
Phone: (555) 123-4567
Address: [Your Business Address]

For data privacy inquiries, you may also contact our Privacy Officer directly through our contact page.