We understand the importance of securing your data

Privacy Policy

Effective Date/Last Modified: March 31, 2026.

This Privacy Policy describes:

• Information we receive from you when you interact with Tasciotti Financial’s financial planning and advisory services (“Services”).

• How we use and process the information we receive.

• If and why Personal Information may be disclosed to third parties.

• Your choices regarding the collection and processing of your Personal Information.

Please note that this Privacy Policy does not apply to information collected through third-party websites or services that you may access through the Services or that you submit to us through email, text message, or other communication methods.

PLEASE REVIEW THIS PRIVACY POLICY CAREFULLY. When you submit information to or through the Services, you consent to the collection and processing of your information as described in this Privacy Policy.

By using the Services, you accept the terms of this Privacy Policy and our Terms of Service and consent to our collection, use, disclosure, and retention of your information as described in this Privacy Policy.

If you have not done so already, please also review our Terms of Service. The Terms of Service contain provisions that limit our liability to you and require you to resolve any dispute with us on an individual basis and not as part of any class or representative action.

This Privacy Policy is incorporated into and made a part of our Terms of Service.

1. INFORMATION WE COLLECT

We collect Personal Information such as your name, contact details, financial data, and investment preferences when you engage with our Services, including through consultations, account creation, or online portals. We may also collect non-personal information, such as aggregated data or usage statistics, to improve our Services.

2. HOW WE USE YOUR INFORMATION

Tasciotti Financial  uses your information to provide personalized financial planning, tax optimization, business consulting, and other advisory services. We process your data to manage accounts, communicate updates, comply with legal obligations, and enhance service delivery through our professional partnerships with lawyers and CPAs.

3. DISCLOSURE TO THIRD PARTIES

We may share your Personal Information with trusted partners, such as lawyers, CPAs, and custodians, solely to provide integrated financial, tax, and estate planning services. We ensure third parties adhere to strict confidentiality and compliance standards. Information may also be disclosed to comply with legal requirements or protect our rights.

4. YOUR CHOICES

You may opt out of certain data collection by contacting us at dtasciotti@financialguide.com or updating your preferences in our client portal. You can request access, correction, or deletion of your Personal Information, subject to legal and contractual obligations.

5. DATA SECURITY

We implement industry-standard safeguards to protect your Personal Information, including encryption and secure access controls. However, no system is completely secure, and we cannot guarantee absolute protection against unauthorized access.

6. CONTACT US

For questions about this Privacy Policy or our data practices, please contact us at:

Office: (305) 599-9937

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