(Updated: April 11, 2022.)
The purpose of this Privacy Policy is to inform you of our practices with regard to personal data we collect from or about you in connection with our website (the “Site”) or through the provision of our services (the “Services”). We may update this Privacy Policy from time to time in our sole discretion; the current version may be found at https://clientfirstfs.com/privacy-policy/. By using the Site or the Services, you acknowledge your consent to the practices described herein.
If you are a customer who is subject to EU privacy laws, the Data Privacy Addendum located at https://clientfirstfs.com/dpa/ as it may be updated from time to time governs the obligations between us with regard to personal data as defined by such laws.
Who we are
Our legal company name is ClientFirst Financial Strategies, Inc. We are an Ohio-based corporation. Our website address is: https://clientfirstfs.com.
What personal data we collect and why we collect it
Information you give us
In order for you to use our Services and other features of our Site, we will ask you for some of your personal data (e.g. contact information, name, etc.). The amount and type of information that we gather depends on the nature of the interaction. For example, we ask visitors who would like to be added to our distribution list to provide an email address. Those who purchase Services from us are asked to provide additional information including, as necessary, information outlined in the Client Profile available for download on the Site. In each case, we collect such information only insofar as is necessary or appropriate to fulfill the purpose of your interaction with us. You can always refuse to supply personal data; however, doing so may prevent you from receiving our Services or engaging in other activities on the Site.
Contact forms and email
If you contact us using the contact form on the website, the data is collated into an email and sent to us the Simple Mail Transfer Protocol (SMTP). Your data is also stored in a website database.
To protect your information, we use an industry standard security protocol called Secure Sockets Layer (SSL) to encrypt the transmission of sensitive information between you and our website.
Your email message will be read by designated ClientFirst staff and may be forwarded to other mailboxes if this is required in order for us to address your request.
Cookies
We and our partners use cookies and similar technologies to analyze trends, administer the Site, track users’ movements around the Site, and gather demographic information about our user base as a whole. You can control the use of cookies at the individual browser level. Ads appearing on our Site may be delivered to you by advertising partners who may set cookies. These cookies allow the ad server to recognize your computer each time they send you an online advertisement to compile information about you or others who use your computer. This information allows ad networks to, among other things, deliver targeted advertisements that they believe will be of most interest to you. This Privacy Policy covers our use of cookies and does not cover the use of cookies by any advertisers. However, data tracking files used by us may also be used by these advertisers and, when combined with other information held by them, be used to identify you personally. For more information on third-party cookies and instructions on how to opt-out of those cookies set by members of the National Advertising Initiative, please click here. Or, if you are located in the European Union, please visit the European Interactive Digital Advertising Alliance here.
If you visit our login page, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.
When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.
Embedded content from other websites
Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.
These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.
Analytics
As is true of most websites, we gather certain information automatically through your use of the Site. This information may include Internet protocol (IP) addresses, browser type, Internet service provider (ISP), referring or exit pages, the files viewed on the Site (e.g., HTML pages, graphics, etc.), operating system, date/time stamp, and clickstream data to analyze trends in the aggregate and administer the site. We use analytical software to help us understand this information. This software sends information to its licensor. Other sites and companies may also use this software. As a result, the licensor may collect information that, when aggregated by them, allows them to identify you individually. We have no responsibility for this collection and use.
How we use personal data
ClientFirst will only use the personal data we collect as reasonably necessary for the following purposes:
- to allow you to use and interact with the Site;
- to provide the Services to you as our customer;
- to inform our continued development of the Site and the Services;
- to communicate with you from time to time in response to your requests for information or as may be relevant to your account with us;
- to send marketing communications related to the services we provide;
- as required by applicable law or legal requirements pertaining to records retention or for internal administrative purposes; or
- as specifically authorized by you in writing.
Who we share your data with
We will not disclose your personal data to third parties except as follows:
- when we believe disclosure is reasonably required to comply with any law or legal request;
- to enforce our legal and contractual rights, or to protect the rights and safety of others;
- to third parties who help us provide any part of the Site or the Services, to the limited extent required for such help, and on condition that they may not further disclose your data or use it for any other purpose; or
- as part of a sale of our assets or a merger of our company.
How long we retain your data
If you leave a comment or submit a form, the comment or form submission and its metadata are retained indefinitely.
For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.
Where we send your data
We may at times provide information about you to third parties to provide various services on our behalf, such as delivering newsletters, performing analyses of our website, and customer relationship management. We will only share information about you that is necessary for the third party to provide the requested services. These companies are prohibited from retaining, sharing, storing or using your Personal Information for any secondary purposes.
We use the following third-party services
OneSeven – Registered Investment Advisor (Privacy Policy)
Fortune Financial Services – Broker Dealer (Privacy Policy)
AdvicePay – Secure payment processor (Privacy Policy)
Flywheel (WP Engine, Inc.) – Web hosting (Privacy Policy)
Gravity Forms – Application form data collection (Privacy Policy)
Mailchimp (Intuit) – Email marketing (Privacy Policy)
WordPress – Website/CMS (Privacy Policy)
Your contact information
You may contact us at [email protected] with privacy-specific concerns.
Additional information
How we protect your data
We have put in place reasonable measures and appropriate procedures for implementing these policies and for safeguarding the personal data we collect. However, we cannot guarantee that personal data we collect will never be disclosed in a manner inconsistent with this Privacy Policy.
We follow generally accepted standards to protect the personal data submitted to us, both during transmission and once it is received.
What data breach procedures we have in place
In the event of a discovered or suspected data breach, ClientFirst will promptly notify customers using those means established for routine account-related communications (or other such method of notice as agreed between us).
What third parties we receive data from
We do not receive personal data from third parties.
What automated decision making and/or profiling we do with user data
We do not use personal data for automated decision making or profiling.