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Disclaimer and Privacy Policy

Disclaimer

©Punta Gorda Financial Planning LLC

Any trademarks or service marks contained on this site are the property of their respective owners. All content and statements made are conveyed with the intent to educate people about our firm and provide access and information to current clients.

No information contained on the website is an offer to sell or solicit any investment or provide any investment advice. Such advice can only be given on an individual, specific basis in conjunction with particular circumstances and details such as age, financial condition, and risk tolerance. Any information on the website regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results.

Punta Gorda Financial Planning LLC is a registered investment advisor. Registration does not infer any level of skill or training. Neither the SEC nor any state regulatory body has verified or approved this information. Every effort has been made to use reliable information.

Punta Gorda Financial Planning LLC, its employees, other affiliated entities, or other third parties make no warranties or representations of any kind relating to the accuracy or timeliness of the information provided and will not be liable for any damages of any kind relating to this information. Content will change over time and Punta Gorda Financial Planning LLC will not inform you of such changes.

Website Privacy Policy

Your privacy is important to us, and this policy will inform you of the information that Punta Gorda Financial Planning LLC (PGFP) may collect from you, how it is used, and/or disclosed. By using our Website, pgfinancialplanning.com, you are acknowledging and accepting the practices and information described in this policy and on our Website.

Collecting Personal Information

When you visit our Website, we may collect personal and non‐personal information such as: domain name, IP Address, type of Internet browser used, operating system, what brought you to our Website, which pages you visited, and the length of time you were on each page. We work with third parties, using cookies and other similar identifiers, to collect user data on our Website and elsewhere on the Internet for the purposes of tracking and advertising. Additionally, any information you willingly submit to us via our Website or otherwise will be collected. We may use this information to contact you in the future regarding specials, new products, services, or changes to this privacy policy.

Using Information

We may use the information we have collected primarily for our own internal purposes, including improving our products, services, Website, advertising, re-marketing efforts, etc. However, we may also use your collected information to contact you to respond to inquiries or provide information about our services.

Protecting Information

PGFP generally follows accepted industry standards when it comes to protecting the information you submit to us and that we gather, both during transmission and once we receive it. We use appropriate data collection, storage, and processing practices and security measures to protect against unauthorized access, alteration, disclosure, or destruction of your personal information, username, password, transaction information, and data stored on our site.

Web Browser Cookies

We may use “cookies” to enhance your experience on our Website. A cookie is a piece of data placed on your hard drive for record‐keeping purposes by your web browser that may sometimes track information about you. You may choose to set your web browser to refuse cookies or to alert you when cookies are being sent. If you do so, note that some parts of the Site may not function properly. Usage of a cookie is in no way linked to any personally identifiable information on our site.

Sharing Information

We do not sell, trade, or rent your personal identification information to others. We may share generic aggregated demographic information not linked to any personal identification information regarding visitors and users with our business partners, trusted affiliates, and advertisers. We may also disclose your customer information with third parties in order to perform services on our behalf, and we will obtain consent for such sharing where it is legally required.

We will disclose personal information and/or an IP Address when required by law or in good‐faith belief that such an action is necessary to: cooperate with an investigation of purported unlawful activity, protect the rights or property of our Website and related properties, or identify persons who may be violating the law, the rights of third parties, or otherwise misusing our Website or its related properties.

Please keep in mind that if you voluntarily submit your information in a public forum on our related to our Website—such as a comment section, discussion board, etc.—it may be collected and used by others, and we have no control of how third parties may use your publicly accessible information.

Third‐Party Websites

PGFP’s Website may contain links to third‐party websites, including links to the sites and services of our partners, suppliers, advertisers, sponsors, licensors, and other third parties. We do not control the content or links that appear on these sites and are not responsible for the practices employed by websites linked to or from our Site. In addition, these sites or services, including their content and links, may be constantly changing. These sites and services may have their own privacy policies and customer service policies. Browsing and interaction on any other website, including websites which have a link to our Site, is subject to that website’s own terms and policies.

Privacy Policy Changes

PGFG may make changes to this privacy policy at our discretion. When we do, we will revise the updated date at the bottom of this page. We encourage you to frequently check this page for any changes to stay informed about how we are helping to protect the personal information we collect. By using our Website, you acknowledge and agree that it is your responsibility to review this privacy policy periodically and become aware of modifications.

Your Consent

By using our site, you signify your acceptance of this policy. If you do not agree to this policy, please do not use our Site. Your continued use of the Site following the posting of changes to this policy will be deemed your acceptance of those changes.

If you have questions about our privacy policy, please contact us. Last updated: 1/5/2018

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