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COMPLIANCE DISCLOSURE
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Christine G. Falvello, Navigate Financial Advisors. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-Only financial planning and investment advisory services are offered through Navigate Financial Advisors, a Registered Investment Advisor in the Commonwealth of Pennsylvania and Delaware. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a soliciation to sell or offer to sell investment advisory services to any residents of any state other than Pennsylvania or Delaware or where otherwise legally permitted.
PRIVACY POLICY
As an independent financial planning firm, Navigate Financial Advisors (“NFA”) is committed to safeguarding the confidential information of all current, former, and potential clients.
All personal information provided to our firm is held in the strictest confidence. These records include personal information we collect from you in connection with any services or potential services provided by NFA.
We have never disclosed information to nonaffiliated third parties, except as required by law or by your consent, and do not anticipate doing so in the future. If we were to anticipate such a change in firm policy, we would be prohibited under the law from doing so without advising you first.
We use your information in helping you meet your personal financial goals while guarding against any real or perceived infringements of your rights of privacy.
Our policy with respect to personal information about you is listed below:
Information Kept Private; Sharing Limited to Need to Know
Access to your information is limited. Only employees and agents who have a business or professional reason for knowing your information are allowed access.
We do not share information with nonaffiliated parties except as required or permitted by law or by your consent. For unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this information private. For example, federal and state regulators may review firm records as permitted under law. Federal regulations permit us to share a limited amount of information about you so that our firm can discuss your financial situation with your accountant or lawyer.
We do not provide your personally identifiable information to mailing list vendors or solicitors.
Secure Environment
We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
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