What Does Savy Financial Group, Inc. Do With Your Personal Information?
Why?
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
How?
The types of personal information we collect and share depend on the product or service you have with us. This information can include:
- Social Security number and income
- Account balances, assets, liabilities, and transaction history
When you are no longer our customer, we continue to share your information as described in this notice.
What?
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customer’s personal information, the reasons Savy Financial Group, Inc. chooses to share, and whether you can limit this sharing.
For our everyday business purposes—
Such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
Does Savy Financial Group, Inc. Share?
Yes
Can You Limit This Sharing?
No
For our marketing purposes—
To offer our products and services to you
Does Savy Financial Group, Inc. Share?
Yes
Can You Limit This Sharing?
No
For joint marketing with other financial companies
Does Savy Financial Group, Inc. Share?
No
Can You Limit This Sharing?
We don’t share
For our affiliates’ everyday business purposes—
Information about your transactions and experiences
Does Savy Financial Group, Inc. Share?
No
Can You Limit This Sharing?
We don’t share
For our affiliates’ everyday business purposes—
Information about your creditworthiness
Does Savy Financial Group, Inc. Share?
No
Can You Limit This Sharing?
We don’t share
For nonaffiliates to market to you
Does Savy Financial Group, Inc. Share?
No
Can You Limit This Sharing?
We don’t share
Who We Are & What We Do
Who is providing this notice?
Savy Financial Group, Inc.
How do we protect your personal information?
To protect your personal information from unauthorized access and use, we use security measures that comply with federal law, including computer safeguards and secured files and buildings.
How do we collect your personal information?
We collect your personal information, for example, when you:
- Become a client
- Request financial planning, accounting, bookkeeping, payroll, or tax services
- Provide financial information
- Communicate with us regarding financial matters
We also collect your personal information from others, including affiliates and other companies.
Why can’t you limit all sharing?
Federal law gives you the right to limit only:
- Sharing for affiliates’ everyday business purposes — information about your creditworthiness
- Affiliates using your information to market to you
- Sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial companies.
Savy Financial Group, Inc. and Savy Wealth Advisors, Inc. are under common ownership.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial companies.
Savy Financial Group, Inc. does not share with nonaffiliates so they can market to you.
Joint Marketing
A formal agreement between nonaffiliated financial companies that together market financial products or services to you.
Savy Financial Group, Inc. does not jointly market.
