We provide tax, accounting, financial planning, management consulting, investment advisory, and insurance services, with investment advisory services offered by Pennsylvania‑registered investment adviser representatives, insurance services conducted pursuant to Pennsylvania insurance laws, and accounting and consulting services provided in accordance with AICPA, PICPA and PMI professional standards.

Privacy Policy

Effective Date: April 3, 2026

Financial Partners, LLC (“Financial Partners,” “we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of personal information. This Privacy Policy describes how we collect, use, share, and safeguard information obtained through our website and in the course of providing professional services.

Information We Collect

We may collect personal information from clients, prospective clients, and website visitors, including but not limited to:

  • Contact information (such as name, address, email address, and phone number)
  • Identifying information (such as date of birth or government‑issued identifiers, where permitted by law)
  • Financial information provided in connection with planning, advisory, accounting, or tax services
  • Information submitted through website forms, scheduling tools, or email communications

Information may be collected directly from you, from authorized third parties, or as permitted by applicable law.

How We Use Information

We use personal information for purposes that may include:

  • Providing requested services and responding to inquiries
  • Delivering investment advisory, brokerage, accounting, tax, or insurance services pursuant to client agreements
  • Maintaining client accounts and records
  • Complying with legal, regulatory, and professional obligations
  • Improving services and website functionality

We only collect and use information that is reasonably necessary for legitimate business and professional purposes.

Information Sharing and Disclosure

We do not sell personal information to third parties.

We may share personal information in the following limited circumstances:

  • With affiliated or unaffiliated service providers who assist in providing services (such as custodians, broker‑dealers, technology providers, tax software providers, or compliance vendors), subject to confidentiality obligations
  • As required or permitted by law, regulation, or professional standards
  • To comply with legal process, regulatory inquiries, or lawful requests from government authorities

We limit information sharing to what is necessary to perform services or meet legal obligations.

Protection of Information

We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, loss, misuse, or disclosure. Safeguards may include:

  • Secure systems and access controls
  • Encryption where appropriate
  • Procedural and organizational safeguards
  • Confidentiality requirements for personnel and service providers

While we strive to protect personal information, no data transmission or storage system can be guaranteed to be completely secure.

Regulation S‑P Notice (Financial Privacy)

In accordance with Regulation S‑P, Financial Partners, LLC provides a separate Privacy Notice to clients that explains our policies and practices regarding the collection, sharing, and protection of non‑public personal information.

Client Rights

Clients may have the right, subject to applicable law, to:

  • Request access to or correction of certain personal information
  • Ask how their information has been shared
  • Express preferences regarding certain types of information sharing

Questions regarding client privacy rights should be directed using the contact information below.

Website and Electronic Communications

Information submitted through our website is used to respond to inquiries and provide requested information. Website communications do not, by themselves, create a client relationship.

We may use cookies or similar technologies to enhance website performance. These technologies do not collect sensitive personal information without user input.

Children’s Privacy

Our website and services are intended for adults. We do not knowingly collect personal information from individuals under the age of 18.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date. Material changes may also be communicated to clients as required by law.

Contact Information

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

Financial Partners, LLC
Michael T. Makaila, Financial Advisor
300 Doe Run Rd
Harleysville, PA 19438
📞 (215) 872-9932
📧 michael.makaila@financialpartners.io

Regulatory Disclosure

https://cetera.com/disclosures [cetera.com]

This is the master regulatory disclosure page Cetera instructs affiliated advisers to reference. It centralizes:

  • Form CRS (Customer Relationship Summary)
  • Regulation Best Interest disclosures
  • Broker‑dealer and RIA disclosures
  • Entity‑specific disclosures (Cetera Advisors, Cetera Wealth Services, Cetera Investment Services, etc.)
  • FINRA/SIPC background links