portfolio website templates

PRIVACY POLICY

WE ARE COMMITTED TO PROTECTING YOU AND YOUR DATA

Privacy and Other Important Disclosures
We have delivered solutions to manage risk and provide guaranteed income to individuals, family offices, non-profit organizations, privately held businesses, publicly held companies and multi-national corporations for over twenty years. The information and opinions on this site are for informational purposes. The information is not intended to serve as the primary basis for legal, tax or investment decisions, nor should it be considered as advice designed to meet the specific needs of an individual investor. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice, or other content. Information provided by third parties has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Goodwin Financial has numerous affiliates, including several state chartered insurance agency subsidiaries. Please note that we will continue to share some account information with our portfolio of representative companies as permitted by law. We may do so for internal purposes in order to process a transaction for you, or to provide you with more value or better service. Linked sites are not under the control of Goodwin Financial and we are not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. Linked sites may contain rules and regulations, privacy provisions, confidentiality provisions, transmission of personal data provisions, and other provisions that differ from the provisions of this web site. A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications  requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow -up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. Products and services mentioned in this web site are available in Texas, California, Illinois, Nevada, New York and US Virgin Islands. To request a prospectus or information contact Goodwin Financial. Representatives may also be designated to provide advisory services as Investment Advisor Representatives (IAR). IARs may receive fees for advisory services that are separate from commissions received in connection with the purchase or sale of securities. Goodwin Financial or its affiliates or divisions are not banks or credit unions, and the products we offer are not federally guaranteed or FDIC insured. They involve risks including possible loss of principal, and may fluctuate. We offer an array of products to fit the needs of any investor. Goodwin Financial will provide model portfolio recommendations based on personalized asset allocation needs analysis. Contact Us for more information or a prospectus. Please read the prospectus carefully before you invest or send money.

Goodwin Financial respects your right to privacy and we are committed to protecting it. Whether you are a current customer or just visiting us online, we are dedicated to keeping any confidential financial information you provide us with, secure and confidential. A summary of how we use and how we protect your information both online and in general is set forth below. You should be aware that linked sites (either to or from this web site) may contain privacy or confidentiality provisions that differ from the provisions provided herein. Your use of linked sites is governed by the privacy policies and other terms and conditions of those sites.

Privacy Online
Our web site is a great way for current and potential customers to find out more about Goodwin Financial's products and services. It also offers users some handy financial tools and market information. Rest assured that when you visit our site we will not try to gather any personal identifiable information from you without you knowing it. The following summarizes the extent to which we gather and use information obtained through our web site.

Cookies
Our web site is a great way for current and potential customers to find out more about Goodwin Financial's products and services. It also offers users some handy financial tools and market information. Rest assured that when you visit our site we will not try to gather any personal identifiable information from you without you knowing it. The following summarizes the extent to which we gather and use information obtained through our web site.

Contact Us
In some cases, you may actually choose to provide us with your e-mail address or other personal information such as your address or phone number. For example, when you complete our "Contact Us" form, we request certain contact information from you so that we may properly respond to your inquiry. Likewise, if you send us an e-mail for any reason, you are by default providing us with an e-mail address. E-mail addresses or other information you voluntarily provide while visiting our web site are used solely for the purpose of responding to your questions and concerns and will only be shared with others in accordance with applicable laws and regulations, which our legal and compliance departments or with state and/or federal regulators.

Protecting Customer Information in General

Collection, Use and Retention of Customer Information
In the course of doing business, we collect and use various types of information, including information provided by customers through personal interviews, account applications and other forms, as well as information about your transactions with us, our agents and affiliates. We use this information to service your accounts and to help you determine the types of financial products that are best suited to your financial needs and goals. We may also access information about you when considering a request from you for additional services or when exercising our rights or responsibilities under the law or any agreement with you.

Maintaining the Accuracy of Customer Information
Keeping your account information accurate and up to date is very important. If you ever find that your account information is incomplete, inaccurate or not current, please call or write to us at the telephone number on your account statement. We will correct any erroneous information as quickly as possible.

Protection of Information via Established Security Procedures
We value your privacy and maintain physical, electronic and personal safeguards to protect your non public personal information. Access to such information is restricted to our employees, representatives, agents and affiliates with a business reason for access to such information and we will safeguard information according to established security standards and procedures and train our employees and representatives to understand and comply with these protections.

Sharing Information with Goodwin Financial
Goodwin Financial has numerous affiliates, including several state chartered insurance agency subsidiaries. Please note that we will continue to share some account information among the contracted companies as permitted by law. We may do so for internal purposes in order to process a transaction for you, or to provide you with more value or better service.

Disclosure of Privacy Principles to Customers
We believe that our customers have a right to know how their personal information is collected, maintained and used. To this end, we are committed to providing each of our customers with a summary of our privacy policies each time an account is opened and once a year thereafter. If you ever have any questions regarding these policies, please contact us by selecting the e-mail link in the Contact Us section of our site.