1) Information We Collect

We collect information that you provide directly and information collected automatically.

A. You Provide

• Contact data (name, email, phone, address).
• Financial profile you choose to share (e.g., goals, risk tolerance, time horizon).
• Account/appointment details (meeting requests, notes, documents).
• Communications (emails, messages, form submissions, call notes).

B. Automatic Collection

• Usage & device data (pages viewed, links clicked, IP address, browser, OS).
• Cookies & similar tech for functionality, analytics, and performance (see Section 4).

We do not seek to collect sensitive health data or government IDs through the website. If such information is needed for a specific service, we will request it using appropriate safeguards.

2) How We Use Information

• Deliver, maintain, and improve the website and services.
• Respond to inquiries, schedule consultations, and provide client support.
• Personalize content and communications relevant to your interests and goals.
• Protect against fraud, abuse, and security incidents; comply with law.
• Operate our business (accounting, audits, compliance, recordkeeping).
• With your consent, send educational content or event information.

3) Disclosing/Sharing Information

We may disclose information to:

• Service providers (hosting, analytics, communications, IT) bound by obligations of confidentiality and use restrictions.
• Affiliated or replacement advisors/firms as part of servicing relationships, transitions, or mergers (where applicable).
• Regulators, auditors, or law enforcement to comply with legal obligations or protect rights and safety.

If state law treats certain analytics or advertising as a “sale” or “share,” we will honor applicable opt-out rights (see Section 5).

4) Cookies & Analytics

We may use first-party and third-party cookies or similar technologies to operate the site, understand performance, and improve content.

• Strictly necessary: security, load balancing, basic functionality.
• Performance/analytics: page metrics and aggregated usage (e.g., Google Analytics).

You can control cookies via your browser settings. Some features may not function without certain cookies.

5) Your Choices & Rights

Marketing Preferences

You can opt out of non-transactional emails by using unsubscribe links or contacting us.

California (CPRA) & Similar State Rights

• Right to know/access, delete, and correct personal information.
• Right to opt out of “sale” or “sharing” of personal information (if applicable).
• Right to limit use/disclosure of sensitive personal information (not routinely collected via this site).
• Non-discrimination for exercising rights.

To exercise these rights, contact us as shown in Section 10. We will verify your request consistent with applicable laws and may use an authorized agent.

Financial Privacy Notices (GLBA)

If you become a client, you will receive a GLBA privacy notice describing our practices for nonpublic personal information in connection with advisory services.

6) Safeguards & Retention

We implement administrative, technical, and physical safeguards designed to protect personal information. No method of transmission or storage is 100% secure.

We retain information for as long as necessary to fulfill the purposes outlined in this Policy, comply with legal, regulatory, or audit requirements, resolve disputes, and enforce agreements.

7) Children’s Privacy

Our website is not intended for children under 13, and we do not knowingly collect personal information from children under 13.

8) International Users

Our services are directed to U.S. residents. If you access the site from outside the U.S., you understand your information may be processed in the United States, where privacy laws may be different from those in your jurisdiction.

9) Changes to This Policy

We may update this Policy from time to time. The “Last updated” date at the top reflects the most recent changes. Material changes will be highlighted on this page.

10) How to Contact Us

For questions about this Policy or to exercise your privacy rights, contact:

Sassano Financial Strategies
Attn: Privacy Requests — Joseph Sassano
Phone: (914) 403-1022
Email: joe@sassanolife.com