Privacy Practices Notice
Stewardship Advisory Group is concerned about your privacy.
In order to provide high quality financial & estate
planning advice, we collect personal information about
you. We do not sell your information to third
parties, and we disclose your personal information
only as necessary to provide the services & advice
you expect from a financial & estate-planning leader.
This summary of our practices is provided for
your information. You do not need to take any action as
a result of this notice, but you do have certain rights
as described below.
Collecting Information. To conduct our
business, we may collect nonpublic personal information
about you from:
- applications or other forms, such as name, address,
Social Security number, assets and income, employment
status and dependent information;
- your transactions with us, our affiliates, or with
others, such as account activity, payment history,
and products and services purchased;
- consumer reporting agencies, such as credit relationships
and credit history. These agencies may retain their
reports and share them with others who use their services;
- other individuals, businesses and agencies, such
as motor vehicle reports, and medical and demographic
information;
- your attorney, accountant or other professional
advisor;
- visitors to our websites, such as information from
on-line forms, site visitorship data and on-line information
collecting devices commonly called “cookies.”
How We Treat the Information.
Within Stewardship Advisory Group, we restrict access
to nonpublic personal information about you to those employees
who need to know that information to provide our services
to you or to otherwise conduct our business. We maintain
physical, electronic, and procedural safeguards that comply
with federal and state regulations to safeguard all your
nonpublic personal information. We may also disclose all
of the information described above to third parties with
which we contract for services. Examples of these third
parties are:
- " financial service providers, such as third party
administrators, broker-dealers, insurance agents and
brokers, investment companies, registered representatives,
investment advisors, your attorney, accountant, or
other professional advisor, companies that perform
marketing services on our behalf, or to other financial
institutions with whom we have joint marketing agreements;
and
- non-financial companies and individuals, such as
our consultants and vendors and the Medical Information
Bureau.
In addition, we may disclose your nonpublic personal
information to State or Federal Securities Regulators,
medical care institutions or medical professionals,
insurance regulatory authorities, law enforcement or
other government authorities, or to affiliated or nonaffiliated
third parties as reasonably necessary to conduct our
business or as otherwise permitted or required by law.
Our privacy procedures apply even after you stop having
any customer relationship with Stewardship Advisory
Group.
We retain the right to use ideas, concepts, know-how,
or techniques contained in any nonpublic personal information
you provide to us for our own purposes, including developing
and marketing products and services.
We do not disclose to our affiliates any
information we receive about you from a consumer-reporting
agency.
We do not disclose your nonpublic personal
information to third parties except as necessary to
provide you our services and advice. You do
have the right to review the personal information about
you relating to any services and advice obtained through
us that we can reasonably locate and retrieve. You also
can request that we correct, amend or delete any inaccurate
information. If you wish to do this, please write Attn:
Privacy Inquiry, to the address you normally use for
your correspondence with us. If you don’t have
that address, write to: Stewardship Advisory Group.,
Attn: Client Services Department-Privacy, 885 Sedalia
Street, Suite 102, Ocoee, FL 34671, describe the information
you wish to see and enclose payment for our $100.00
handling fee.
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