Privacy Policy

Protecting your privacy is very important to us! As a fiduciary, we are required to treat your personal and
financial information with the utmost respect and confidentiality in accordance with this privacy policy and as
required by the law.

Information We Collect

The information we collect includes contact information, such as your name, spouse’s name, date of birth,
email, phone number, and address. We will also collect financial information, including income, expenses,
assets, and liabilities, account statements, and any other relevant information.

How We Use Your Information

The information that you provide to us, including personal and financial information, will be used in the
following manner:

• To review your retirement plan
• To assess your current financial situation
• To make personal recommendations to you
• To personalize our interaction with you and improve your experience with us

Protecting Your Information

All information provided by you is stored in a secure environment both physically and technologically. Access to
your information by employees of our company is limited and your information is not accessible to the public.
Our employees are dedicated to ensuring the security and privacy of your personal information. To prevent
unauthorized access, maintain data accuracy, and ensure correct use of your information, we have taken
security measures to protect against loss, misuse, or alteration of any personal information that you have
provided.

Please be advised that, although we take every reasonable technological precaution available to us to protect
your data, no data transmission over the Internet can be guaranteed to be 100% secure.

Notification in the Event of Data Breach

As previously stated, although we make good-faith efforts to maintain the security of your information, we cannot guarantee that it will remain free from unauthorized access, use, disclosure or alteration. In the event your personally identifiable information is breached by an unauthorized party, we will comply with your applicable state law in notifying you of the breach.

Sharing Your Information

Under no circumstance will we share or sell your information or transfer your information to any ad network, ad
exchange, data broker or other advertising or monetization related service.

Only if it is necessary and required by law, we may disclose your information to comply with a court order or
subpoena.

Changes to This Privacy Policy

We reserve the right to modify this Privacy Policy at any time.

Contact Information

To ask questions or comment about this privacy policy and our privacy practices, contact us at: info@famfocfinancial.com or 269.208.4237.