Fractional CFO Services
Privacy Policy
Effective Date: May 5th, 2025
Egort & Partners Financial Solutions, LLC (“Egort & Partners”, “we”, “us”, or “our”) respects your privacy and is committed to protecting the personal information you provide through our website.
This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website [insert website URL] and any related digital services.
1. Information We Collect
We collect the following types of information:
a. Personal Information You Provide
- Name
- Email address
- Phone number
- Company name
- Information submitted through forms or scheduling tools
- Uploaded documents (e.g. tax forms, financial files)
b. Automatically Collected Information
- IP address
- Browser type
- Pages visited and time spent
- Device information
- Cookies and tracking data (see Section 6)
2. How We Use Your Information
We may use the information we collect to:
- Respond to inquiries or schedule consultations
- Provide financial and advisory services
- Send periodic communications and updates
- Improve our website and user experience
- Comply with legal and regulatory obligations
We do not sell or rent your personal information to third parties.
3. Disclosure of Information
We may share your information with:
- Employees and authorized contractors to fulfill services
- Third-party service providers (e.g., hosting platforms, form processors)
- Government or legal authorities when required by law
All third parties are contractually obligated to maintain confidentiality and data security.
4. Data Security
We implement appropriate technical and organizational measures to protect your information, including encryption, secure servers, and access controls.
However, no internet transmission is 100% secure. While we strive to protect your data, we cannot guarantee its absolute security.
5. Your Choices
You have the right to:
- Access or correct your personal information
- Request that we delete your data (subject to legal obligations)
- Opt-out of marketing emails via the unsubscribe link
- Limit or disable cookie tracking in your browser settings
6. Cookies & Tracking Technologies
Our website may use cookies to:
- Remember user preferences
- Improve site performance
- Analyze traffic and usage behavior
You can disable cookies through your browser settings, though some features may not function as intended.
7. Third-Party Links
Our website may contain links to external sites (e.g. scheduling tools, partners). We are not responsible for the content or privacy practices of those sites. We recommend reviewing their privacy policies separately.
8. Children’s Privacy
Our services are not intended for individuals under the age of 18. We do not knowingly collect information from minors.
9. Updates to This Policy
We may update this Privacy Policy periodically. When changes are made, we will revise the “Effective Date” at the top of this page. Your continued use of our website after any changes constitutes acceptance of the revised policy.
10. Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact us:
Egort & Partners Financial Solutions, LLC
110 N Federal Hwy, Suite 102
Fort Lauderdale, FL 33301