MASLAR FINANCIAL, INC.
PRIVACY STATEMENT

• As a licensed financial advisor and fiduciary, we are legally required to maintain the privacy and confidentiality of your nonpublic information.

• As CFP® Professionals (only ~30% of financial advisors are also CFP® Professionals), we have an additional layer of Ethical, Confidentiality, and Privacy standards to adhere to. Click here to learn more.

• Your general contact information (i.e., non-sensitive information) is safely and securely stored in our Contact Management System (CRM), Wealthbox.

• If you are an active client of our firm, we are only authorized to share your information with third parties to the extent necessary to deliver the services you have hired us to perform. For example, if you are an active client of our firm, we would need to provide certain information to our custodian to open/transfer accounts and manage your investments. We DO NOT sell your information to anyone and DO NOT share your information with any third-party for any other purpose except to render the services you’ve hired us to provide.

• We take the privacy of your information very seriously and are required to ask for your express written consent before sharing your information with anyone outside of the limited circumstances noted above and below.

QUESTIONS? Call (941) 343-3001

PRIVACY STATEMENT REV 230210