Personal Planning – Personal CFO

Privacy Policy
Ironclad Strategies, LLC (“Ironclad”) is an investment advisory firm registered with the Texas State Securities Board that provides investment advisory services and operates www.ironcladstrategies.com, which describes our services.
This document is intended to inform prospective clients and website visitors of our policies concerning the collection, use, sharing, and disclosure of Personal Information of anyone using our services.
By using our services, you agree to the collection and use of information by the terms of this policy. The Personal Information collected by the firm is used to assist Ironclad in providing investment advisory services. The firm will not use or share your information with anyone except as described in this Privacy Policy.
When you are no longer our client, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.
The terms used in this Privacy Policy have the same meanings as in our Terms and Conditions, which is accessible at www.ironcladstrategies.com unless otherwise defined in this Privacy Policy.
Ironclad deploys appropriate computer safeguards and secures all files and buildings to protect your personal information from unauthorized access and use.

Information Collection and Use
Ironclad may require you to provide the firm with certain personally identifiable information including, but not limited to, your name, phone number, and postal address. This information is used to contact or identify you.
For business purposes— such as to process your transactions, maintain your account(s), or respond to court orders and legal investigations, the firm may collect, track, and share Social Security numbers, Tax ID’s, income, account balances, and credit information.
The federal government and some states allow you to limit this collection and sharing. Such limits may prevent our providing necessary services. For more information, or to limit information sharing, contact us at the phone number or email address listed below for more information.

Log Data
When you visit our company website, we will collect information that your browser sends to us called Log Data. This Log Data may include information such as your computer’s Internet Protocol (IP) address, browser version, pages of our Service that you visit, the time and date of your visit, the time spent on those pages, and other statistics.