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Privacy Policy

Own Paths Financial Privacy Policy

Last Updated: 9/27/2023

At Own Paths Financial ("we," "us," or "our"), we are committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, disclose, and protect your personal data when you visit our website, use our services, or engage with us in any way. By using our services, you consent to the practices described in this Privacy Policy.

Information We Collect

We may collect various types of personal information, including but not limited to:

  1. Personal Identifiable Information (PII): Your name, contact information, social security number, and other identification details.
  2. Financial Information: Information related to your financial situation, including income, assets, and debts.
  3. Transaction Information: Details about your interactions with us, such as account activity, payment history, and inquiries.
  4. Website Usage Information: Information collected through cookies and similar technologies when you visit our website, including your IP address, browser type, and device information.
  5. Communication Information: Records of our communications with you, such as emails and phone call logs.

How We Use Your Information

We use your personal information for various purposes, including:

  1. Providing Services: To provide you with our financial services and products.
  2. Communication: To communicate with you, respond to your inquiries, and send important updates.
  3. Compliance: To meet our legal and regulatory obligations.
  4. Marketing: To inform you about our services, promotions, and events (if you've provided consent).
  5. Website Improvement: To enhance and personalize your website experience.

Information Sharing

We may share your personal information with third parties in the following circumstances:

  1. Service Providers: We may share information with trusted service providers who assist us in delivering our services.
  2. Legal Compliance: To comply with legal requirements or respond to lawful requests from authorities.
  3. Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity.

Security Measures

We employ security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, please be aware that no data transmission over the internet is entirely secure.

Your Rights

You have rights concerning your personal data, including the right to access, correct, or delete your information. To exercise these rights or if you have any questions or concerns about your data, please contact us at [Insert Contact Information].

Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will provide notice of any material changes.

Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at will.jackie@ownpaths.com

Copyright © 2023 Own Paths Financial - All Rights Reserved.

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