Privacy Policy

1. Introduction

FNA App ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our financial planning platform and services.

2. Information We Collect

2.1 Personal Information

We collect information that you provide directly to us, including:

• Name, email address, and contact information
• Financial information (income, assets, liabilities, investment accounts)
• Demographic information (age, marital status, number of dependents)
• Financial goals and retirement planning details
• Insurance and healthcare information

2.2 Automatically Collected Information

When you access our platform, we automatically collect certain information, including IP address, browser type, device information, and usage data through cookies and similar technologies.

3. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our financial planning services
• Create and analyze personalized financial reports and recommendations
• Communicate with you about your account and services
• Connect you with your assigned financial advisor
• Ensure the security and integrity of our platform
• Comply with legal obligations and regulatory requirements
• Analyze usage patterns to enhance user experience

4. Information Sharing and Disclosure

4.1 With Your Financial Advisor

Your financial information is shared with your assigned financial advisor to enable them to provide personalized financial planning services.

4.2 Service Providers

We may share your information with third-party service providers who perform services on our behalf, such as data hosting, email delivery, and analytics. These providers are contractually obligated to protect your information.

4.3 Legal Requirements

We may disclose your information if required by law, legal process, or to protect the rights, property, or safety of FNA App, our users, or others.

5. Data Security

We implement industry-standard security measures to protect your information, including encryption, secure data storage, access controls, and regular security audits. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

6. Your Rights and Choices

You have the right to:

• Access and review your personal information
• Request correction of inaccurate information
• Request deletion of your information (subject to legal obligations)
• Opt-out of marketing communications
• Export your data in a portable format

7. Data Retention

We retain your information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. Financial records may be retained for extended periods as required by financial regulations.

8. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

10. Contact Us

If you have questions or concerns about this Privacy Policy or our privacy practices, please contact us at: