Privacy Policy

Stars & Stripes Financial Advisors, LLC, recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Stars & Stripes Financial Advisors will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information.

We want our clients to understand what information we collect, how we use it, and how we protect your personal information.

 We gather information about you so that we can:

• Help design and implement the investment and planning related services we provide you; and
• Comply with the Federal and State laws and regulations that govern us. 
• Improve our overall client experience.

We may collect the following types of “nonpublic personal information” about you:

• Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.
• Information that we generate to service your financial needs.
• Information that we may receive from third parties with respect to your financial profile.
• We automatically collect certain non-personally identifiable information when you visit our Website, including, but not limited to, the type of browser you are using, the type of operating system you are using, and the domain name of your Internet service provider.
• When you visit our Website, we and third parties with whom we have contracted to provide services to Stars & Stripes Financial Advisors may collect "Site Usage Data," which is non-personally identifiable information relating to your use of our Website such as what Website pages you visit. The Website Usage Data could include your MAC address, operating system version, type of computer and browser type.  This data could also include demographic data, such as a Website visitor's geographic location. To enhance your experience on our Website, we and our service providers may use "cookies" on our Website.

We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. Stars & Stripes Financial Advisors may disclose client's information: (1) to individuals and/or entities not affiliated with SSFA, including, but not limited to certain service providers (i.e., broker-dealer, sub-advisers, account custodian, record keeper, etc.) in furtherance of the client's engagement with Stars & Stripes Financial Advisors to service your account; (2) to your authorized representative or power of attorney; or (3) otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations. 

Since Stars & Stripes Financial Advisors shares nonpublic information solely to service client accounts, the firm does not disclose any nonpublic personal information about the firm’s customers or former customers to anyone, except as permitted by law.  In the event that the firm has a change to its client privacy policy that would allow it to disclose non-public information not covered under applicable law, the firm will allow its clients the opportunity to opt-out of such disclosure.

Privacy has always been important to Stars & Stripes Financial Advisors. We restrict and limit access to client information only to those who need to carry out their business functions. We safeguard client information by preventing its unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information. Arrangements with companies or independent contractors not affiliated with Stars & Stripes Financial Advisors will be subject to confidentiality agreements.