Privacy Policy 

Privacy Promise

We respect your right to privacy. We will never sell your name to a third party without your express consent, Period.

Because we feel your privacy is so important, we are providing this page to describe when and how we collect and use your information. Keeping customer information secure, and using it only as our customers would want us to, is a top priority. Our most important asset is our customer's trust. This is our Promise to our individual customers: We will safeguard, according to strict standards of security and confidentiality, any information our customers share with us. We are committed to protecting your privacy and ensuring the security of your information on our web site.

What personal information we collect

We may collect nonpublic personal information about you to personalize reports generated by our system. “Nonpublic personal information” is nonpublic information about you that may be collected in person, by mail, fax, or by other electronic means as permitted by law or in accordance with express authorization from you. We may use your email address to confirm your access, user name and password. We may also use your contact information to notify you about any new additions in our software or our web site.

Use of Personal Information

We may use personal information that it has collected to:

The personal financial information we input or ask you to input for you and, if applicable, your spouse is used to create our financial planning reports. The figures we ask for include such data as income, values and monthly contributions of investment assets, possible future lump sums such as pensions or inheritances, any current college accounts, insurance premiums and values, and any specifics on debt instruments you currently have. In some cases, the details of these entries are optional and will be used by your Financial Professional to create your program. Obviously, the more specific the information, the more accurate and detailed your program will be.

Your approval

By using the web site, it is assumed that you consent to the collection and use of the information previously described. We may change our Online Privacy Notice from time to time. If we do, we will post the revised notice in place of this Notice. The effective date of this Online Privacy Notice is March 1, 2005. Checking the effective date allows you to determine if the Notice has changed since the last time you reviewed it. This Online Privacy Notice is our only legally binding privacy policy for the site you accessed.

You also acknowledge that we can use aggregated data from its users to better understand our customers and/or research potential improvements in content and programming, and marketing demographics.

Our part

We will continuously assess ourselves to ensure that customer privacy is respected and we will conduct our business in a manner that fulfills our Privacy Promise in any location in which we do business.

Capital Choice Financial Services is dedicated to providing financial solutions for your needs. Additionally, we are committed to protecting information we may have about our customers. If you have any questions about our policy, simply write us at: Capital Choice Privacy Department, 1041 Founders Row, Greensboro, Georgia 30642, (706) 453-1995.