Website Privacy Notice

What this notice covers

This notice describes how information is handled on rosefinancialmanagement.com. It is not the privacy notice that governs client nonpublic personal information. Clients of the practice receive privacy notices from LPL Financial and Valley Wealth Strategies, which describe how personal financial information is collected, used, and protected under applicable federal privacy rules. Those notices control for client information; this page covers website visitors.

Analytics

To understand which pages are useful and where visitors come from, this site uses Plausible Analytics, a privacy-focused analytics service. It is used instead of advertising-oriented analytics platforms deliberately, because it collects meaningfully less.

What the analytics collect, in aggregate and not tied to you as an individual: the page visited, the referring website or link that brought you here, the general type of device and browser, and a country-level location. Where a visitor downloads a document such as a checklist, or clicks a link that leaves the site, that action may be counted as an anonymous event.

What the analytics do not do: they set no cookies, store no persistent identifier on your device, and do not attempt to fingerprint or identify you. They do not follow you across other websites, and they cannot tell whether the same person visited from more than one device. No personal information is collected, and no visitor data is shared with advertising networks or sold to anyone.

Booking a call

The contact page includes a scheduling calendar provided by OnceHub, a third-party scheduling service. If you book a call, the details you enter, such as your name, email address, phone number, and any note you add, are collected and stored by that service in order to schedule the meeting, and are used to contact you about it.

The calendar loads from OnceHub's servers, so simply viewing the contact page involves a request to them in the same way that loading any embedded content does. If you would rather not use the scheduling tool, you can email or call instead; the contact details are on the same page.

Please do not enter sensitive personal or financial information into the scheduling form. A name, an email address, and a sentence about what you would like to discuss are all that is needed to book a call.

Cookies

This site does not use cookies for tracking, advertising, or profiling. If your browser is configured to block cookies entirely, the site will work normally.

If you contact us through this site

The contact page offers an email address and a phone number rather than a web form. If you write, your message travels as ordinary email and is received in the practice's business mailbox, where it is retained in accordance with the recordkeeping requirements that apply to the firm. It is used to respond to you and, if you become a client, to serve you; it is not added to any advertising list or shared with third parties for marketing.

Please do not send sensitive personal or financial information by email or through this form. That includes Social Security numbers, account numbers, dates of birth, and images of identity documents. Ordinary email is not a secure channel for that information. When documents of that kind need to be exchanged, clients are given access to a secure document portal for the purpose.

Links to other websites

This site links to outside resources, including government agencies, FINRA BrokerCheck, and LPL Financial. Those websites have their own privacy practices, and this notice does not apply to them.

Children

This website is intended for adults and is not directed to children. No information is knowingly collected from children.

Changes to this notice

If the way this site handles information changes, for example if a different form service, scheduling tool, or analytics tool is adopted, this notice will be updated and the date at the top of the page revised.

Questions

Questions about this notice, or about how your information is handled, are welcome. Contact information is on the contact page.