disclosure

Financial Clarity Partners, LLC (FCP) is a registered investment adviser offering advisory services in the States of Georgia, South Carolina, Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FCP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of FCP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website. We may provide links to other websites strictly as a courtesy. When you link to any of the websites provided herewith, you are leaving this site. FCP does not make any representations as to the accuracy, timeliness, suitability, or relevance of any information prepared by any unaffiliated party, whether linked to our website or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only and all users therefore should be guided accordingly.

LINKS TO OTHER WEBSITES

We have provided links to other websites strictly as a courtesy. When you link to any of the websites provided herewith, you are leaving this site. We make no representation as to the completeness or accuracy of information that is provided on these sites. We are not liable for any direct or indirect technical or system issues or any consequence arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

All information contained on this website is subject to change without notice.


privacy policy

online privacy policy

We do not collect personal information for any purpose other than to respond to your inquiries. Any personal information you provide is voluntary. If you send an e-mail message to this website, or complete a questionnaire, form, or other online survey found on this website, thereby giving us your personal information, we will securely maintain this information. We will not disclose, give, sell, or transfer any of your personal information collected to any third party, other than as necessary to perform our services, or unless required for law or by court order. Our website does not collect information or create individual profiles for commercial marketing purposes.

Certain websites use “cookies,” which are small amounts of information stored by your web browser software on your workstation. In most cases, this information is temporary in nature (called session cookies) and is deleted as soon as you leave this website. The use of temporary cookies is solely for the purpose of allowing the user to interact with this website in an effective manner.

By using this site, you are agreeing to the terms set forth in this Online Privacy Policy. We reserve the right, at our discretion, to change, modify, add, or remove portions of this policy at any time. Please check this page periodically for changes. Your continued use of this site following the posting of changes to these terms will mean that you accept those changes

We recognize the importance of protecting our clients’ privacy. We have policies to maintain the confidentiality and security of your nonpublic personal information. The following is designed to help you understand what information we collect from you and how we use that information to serve your account.

Categories of Information We May Collect

In the normal course of business, we may collect the following types of information:

  • Information you provide in the subscription documents and other forms (including name, address, social security number, date of birth, income and other financial-related information); and
  • Data about your transactions with us (such as the types of investments you have made and your account status).

HOW WE USE YOUR INFORMATION THAT WE COLLECT

Any and all nonpublic personal information that we receive with respect to our clients who are natural persons is not shared with nonaffiliated third parties which are not service providers to us without prior notice to, and consent of, such clients, unless otherwise required by law. In the normal course of business, we may disclose the kinds of nonpublic personal information listed above to nonaffiliated third party service providers involved in servicing and administering products and services on our behalf. Our service providers include, but are not limited to, our administrator, our auditors, insurance agent, estate attorney and our legal advisor. Additionally, we may disclose such nonpublic personal information as required by law (such as to respond to a subpoena) or to satisfy a request from a regulator and/or to prevent fraud. Without limiting the foregoing, we may disclose nonpublic personal information about you to governmental entities and others in connection with meeting our obligations to prevent money laundering including, without limitation, the disclosure that may be required by the Uniting and Strengthening America Act by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism (USA PATRIOT) Act of 2001 and the regulations promulgated thereunder. In addition, if we choose to dispose of our clients’ nonpublic personal information that we are not legally bound to maintain, then we will do so in a manner that reasonably protects such information from unauthorized access. The same privacy policy also applies to former clients who are natural persons.

CONFIDENTIALITY AND SECURITY

We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust. We are committed to preserving that trust by respecting your privacy as provided herein.

If you have any questions regarding this privacy notice, please contact us.