AS REQUIRED BY THE GRAMM-LEACH-BLILEY ACT OF 1999
What You Consent to by Using Our Website
We collect personally identifiable information provided when you register for certain features of our website. Among other things, we may use the personally identifiable information that you provide to respond to your questions and provide you the specific services you select.
What Information We Collect
In order to receive services, you will need to provide us with personally identifiable information for you and your former spouse (or your client and your client’s former spouse) such as name, address, phone number, Social Security number, date of birth, marital information, and retirement plan information.
How We Use the Information
When you are logged in, some information you provided for your profile will pre-populate other form fields. This information includes name, email address, and phone number.
Confidentiality & Security of Personally Identifiable Information
Our online services use secure encryption methods to protect your stored data and session identifications, while our website uses industry standard SSL 2048 bit key encryption to secure traffic between our server and your computer to prevent interference or access from third parties. Please note that we cannot absolutely guarantee the security of personally identifiable information and financial information, as there are still risks that an unauthorized third party may find a way to circumvent a particular security mechanism.
Your account is password protected so that only you can access the information associated with your account. We recommend that you do not divulge your password to anyone. No one at Capaldi Reynolds & Pelosi will ever ask you for your password in an unsolicited phone call or email. Also remember to sign out of your account and close your browser window when you have finished your work. This is to ensure that others cannot access your personal information if you share a computer with someone else or are using a computer in a public place.
Our operations and maintenance contractors sometimes have limited access to your personally identifiable Information in the course of providing products or services to us. These contractors may include vendors and suppliers that provide us with technology, services, and/or content related to the operation and maintenance of the website. Access to your personally identifiable information by these contractors is limited to the information reasonably necessary for the contractor to perform its limited function for us.
We may share your personally identifiable information with various government authorities in response to subpoenas, court orders, or other legal process; to establish or exercise our legal rights or to protect our property; to defend against legal claims; or as otherwise required by law. In such cases we reserve the right to raise or waive any legal objection or right available to us. These disclosures may be made without consent and without notice.
We do not sell or otherwise distribute the information collected from the website for commercial purposes.
Effective Date: 6/1/2016