LAST UPDATED 09/16/19
COLLECTION OF YOUR PERSONAL INFORMATION
Information that you give us:
Through the Web Site, you may provide to us your personally identifiable information, such as your e-mail address, name, home and/or work address and/or telephone number. We will also collect and retain any request for services that you provide to us.
Information that is automatically collected:
There is also information about your computer hardware and software that is automatically collected through the Web Site. This information can include your IP address, browser type, domain names, access times and referring web site addresses. We use this information to collect general statistics regarding use of the Web Site.
USE OF YOUR PERSONAL INFORMATION
We collect and use your personal information to operate the Web Site and deliver the services you have requested. We may also use your personally identifiable information to inform you of other services available from Intero Financial Planning. We may also contact you via surveys to conduct research about your opinion of current services or of potential new services. We do NOT sell, rent or lease our client lists to third parties. In addition, we may share data with trusted partners to help us perform statistical analysis, send you e-mail or postal mail, provide customer support, or arrange for deliveries. Such third parties are prohibited from using your personal information except to provide these services to Intero Financial Planning, and they are required to maintain the confidentiality of your information. We will disclose your personal information, without notice, only if required to do so by law or, in our good faith belief, such action is necessary to: (a) conform to the edicts of the law; (b) protect and defend the rights or property of Intero Financial Planning or others; or (c) protect an individual’s personal safety.
HOW DO WE PROTECT YOUR INFORMATION?
We utilize a secure, private, password-protected server that is not publicly available to protect any information you provide to Intero Financial Planning via the Web Site.