Privacy Policy
(You may scroll to the bottom for “common speak”)
Last Updated: May 2025
Financial Butlers, LLC is committed to safeguarding the personal information entrusted to us by our clients. This privacy policy sets out how Financial Butlers uses and protects any information that you provide us when you use our website. This policy applies to Financial Butlers and to any person providing services on our behalf. A copy of this policy is provided to any client upon request.
Information We Collect
We collect only the personal information that we need for the purposes of providing services to our clients, including personal information such as name, address, phone number, and email address needed to deliver the requested services.
Use & Disclosure of Your Personal Information
We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:
Internal record keeping
To improve our products and services
Provide customer service and support
Promote our services
To customize our website according to your interests
To communicate with you about your account
We may send you an email regarding your account, our services, reminders and/or promotions.
Your information is also needed to bill and collect money owed to us. This includes sending you emails, invoices, receipts, notices of delinquency, and alerting you if we need a different form of payment. If your account remains delinquent for an extended period of time, we may use a third-party company to aid in collecting the money that is owed to us.
We protect your confidential information by uploading it to our secure CRM system prior to destroying any copies.
We make every reasonable effort to ensure that personal information is accurate and complete. We rely on individuals to notify us if there is a change to their personal information that may affect their relationship with our company. If you are aware of an error in our information about you, please let us know and we will correct it on request wherever possible. In some cases, we may ask for a written request for correction.
Public Information & Third Parties
We will not sell the information we collect to outside third parties for the purpose of direct or indirect mass email marketing. We will disclose personal information when required by law.
Our websites include social media features and other hosting services. These features may collect information about your IP address and which page you’re visiting on our site, and they may set a cookie to make sure the feature functions properly. Social media features and widgets are either hosted by a third party or hosted directly on our site. Your interactions with those features are governed by the privacy policies of the companies that provide them.
Our websites include links to other websites, whose privacy practices may be different from Financial Butlers. If you submit personal information to any of those sites, your information is governed by their privacy policies. We encourage you to carefully read the privacy policy of any website you visit.
Security
We protect personal information in a manner appropriate for the sensitivity of the information. We make every reasonable effort to prevent any loss, misuse, disclosure or modification of personal information, as well as any unauthorized access to personal information.
We are committed to ensuring that your information is secure. In order to prevent unauthorized access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.
We retain personal information only as long as is reasonable to fulfill the purposes for which the information was collected or for legal or business purposes.
By using Financial Butlers’ website, you consent to the collection and use of information as specified above. If we make changes to our Privacy Policy, we will post those changes on this page. Please review this page frequently to remain up-to-date with the information we collect, how we use it, and under what circumstances we disclose it. You must review the new Privacy Policy carefully to make sure you understand our practices and procedures.
————————————————————————
Important Considerations Regarding Our Services:
Please be aware of the following:
Not Certified Financial Planners (CFPs) or Certified Public Accountants (CPAs): Our team consists of professionals with diverse backgrounds and expertise. However, we are not acting as Certified Financial Planners or Certified Public Accountants.
Guidance, Not Guarantees: Any mathematical, financial, or statistical information provided is for informational purposes and based on our analysis. It should not be interpreted as a guarantee of specific outcomes or a prediction of future results. Financial markets are inherently unpredictable.
Based on Our Understanding: Our perspective and guidance are informed by our research and due diligence. However, this does not guarantee specific financial results, negate risks, or ensure certain outcomes.
Your Responsibility: You are ultimately responsible for all financial decisions and actions you take. Our services are designed to provide support and insights, but they do not account for your complete personal and financial situation, including all federal, state, and local nuances.
No Liability for Actions: We are not liable for any financial decisions or actions you take based on our coaching, services, or any information provided. All financial choices carry inherent risks and unpredictability.
What You Can Expect From Us:
Personalized Guidance: We are passionate about understanding your unique situation and helping you determine what is best for you.
Ethical Approach: We operate with high morals and pledge to never lie, cheat, steal, or take advantage of you in any way.
Humility and Continuous Learning: We will openly admit our limitations and refrain from speaking on topics where we lack expertise. We are committed to continuous learning and will conduct additional research when necessary.
Key Considerations for You:
Personalized Financial Journey: Financial decisions are deeply personal and influenced by various factors. Your financial improvement journey will likely be more nuanced than a purely scientific approach, requiring patience, an open mind, and dedication.
Confidentiality: Strict confidentiality will be maintained concerning your personal matters. Personal information provided for services will be securely stored and deleted upon your request.
Independent Professional Advice: It is always wise to consult with a certified financial planner, accountant, or other qualified tax professional before making any significant financial decisions.