Thanks! Here’s your fully updated Privacy Policy with the effective and last updated date set to August 14, 2025:
🔐 Privacy Policy
Effective Date: August 14, 2025
Last Updated: August 14, 2025
This Privacy Policy outlines how Financial Partners, LLC, Michael T. Makaila, Financial Advisor (“we,” “our,” or “us”) collects, uses, and protects your personal information when you visit our website or engage with our financial services. As an independent financial professional affiliated with Avantax, we are committed to maintaining the highest standards of privacy and data protection.
📋 Information We Collect
We may collect the following types of personal information:
- Contact Information: Name, email address, phone number, mailing address
- Financial Information: Income, investment objectives, risk tolerance, account balances
- Tax Information: Tax returns, filing status, deductions (when applicable to services)
- Website Usage Data: IP address, browser type, pages visited, and time spent on site
This information may be collected directly from you, through digital forms, account applications, or interactions with our website.
🛠️ How We Use Your Information
We use your information to:
- Deliver personalized financial planning, investment, and tax-related services
- Communicate with you regarding your accounts, updates, or inquiries
- Fulfill legal, regulatory, and compliance obligations
- Enhance website functionality and improve user experience
We may also use anonymized data for internal analytics and service optimization.
🤝 Sharing Your Information
We do not sell your personal information. We may share it only in the following circumstances:
- With Avantax and its affiliates for service delivery, compliance, and supervision
- With trusted third-party providers who support our operations (e.g., custodians, technology platforms, compliance vendors)
- When required by law, regulation, or legal process
- With your explicit consent
All third-party service providers are contractually obligated to protect your data and use it only for authorized purposes.
🔒 Data Security
We implement industry-standard security measures to protect your data from unauthorized access, disclosure, or misuse. These include:
- Encryption of sensitive data
- Secure servers and firewalls
- Role-based access controls
- Regular security audits and updates
🧭 Your Choices & Rights
You may:
- Request access to your personal information
- Ask for corrections or updates
- Opt out of certain communications
- Withdraw consent where applicable
To exercise these rights, please contact us using the information below.
🌐 Third-Party Links
Our website may contain links to third-party sites. We are not responsible for the privacy practices or content of those sites. Please review their policies before providing personal information.
📞 Contact Us
If you have any questions about this Privacy Policy or how your information is handled, 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
As an independent financial professional affiliated with Avantax, we adhere to Avantax’s compliance standards and privacy practices. For more information, please refer to the Avantax Privacy Policy.