Our Commitment to Your Privacy

We are committed to maintaining the privacy of your personal information. In the course of providing financial planning and investment management services, we collect and retain nonpublic personal information about you. We do not sell your personal information to anyone.

This Privacy Policy is provided in accordance with the Gramm-Leach-Bliley Act (GLBA) and other applicable privacy regulations.

Information We Collect

We collect nonpublic personal information about you from the following sources:

Information You Provide to Us:
– Name, address, email address, and phone number
– Social Security number or taxpayer identification number
– Employment information
– Financial circumstances, income, assets, and liabilities
– Investment objectives, risk tolerance, and experience

Information We Obtain Through Transactions:
– Account balances and transaction history
– Account activity and investment performance

Information Collected Through Our Website:
– IP address, browser type, and device information
– Website usage data collected through cookies or similar technologies

How We Use Your Information

We use your personal information to:
– Provide financial planning and investment management services
– Open and maintain your accounts
– Communicate with you regarding your accounts and services
– Comply with legal and regulatory requirements
– Improve our services and client experience

Information We Disclose

We may disclose your nonpublic personal information to third parties as necessary to provide services to you or as permitted by law. These may include:

– Broker-dealers, custodians, and clearing firms
– Account administrators and transfer agents
– Attorneys, accountants, and auditors
– Regulatory authorities and government agencies
– Technology providers and service vendors

We require third-party service providers to maintain appropriate safeguards and to use your information only for the purposes for which it was disclosed.

We do not sell your personal information.

How We Protect Your Information

We maintain administrative, technical, and physical safeguards designed to protect your personal information. These include:

– Secure systems and encrypted data transmission where appropriate
– Password-protected access and role-based permissions
– Internal policies governing the handling of confidential information
– Vendor due diligence and contractual confidentiality obligations

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, including to meet legal, regulatory, tax, and accounting requirements.

Privacy of Former Clients

We maintain the same privacy protections for former clients as we do for current clients.

Your Privacy Rights

Depending on your state of residence, you may have certain rights regarding your personal information, including the right to request access to, correction of, or deletion of your data, subject to applicable legal limitations.

Residents of certain states, including those covered under the California Consumer Privacy Act (CCPA) and similar laws, may have additional rights.

To make a request regarding your personal information, please contact us using the information below.

Data Security Incident Notification

In the event of a data breach involving your personal information, we will provide notification as required by applicable law.

Cookies and Tracking Technologies

Our website may use cookies or similar tracking technologies to enhance user experience, analyze website performance, and improve our services.

You may adjust your browser settings to refuse cookies; however, doing so may affect certain website functionality.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any updates will be posted on our website with a revised effective date.

Contact Information

DeWayne Hall
Good Life Private Wealth
dewayne@goodlifeassetstrategies.com
(405) 757-0210