Privacy policy

Information we collect

We collect only what is necessary to provide advisory services: contact details you give us, and the financial information you choose to share during planning. This website itself uses no advertising pixels and no third-party trackers.

How we use it

Client information is used to prepare and maintain your financial plan and to meet legal and regulatory recordkeeping obligations. We do not sell or rent client information.

Sharing

Information is shared only with service providers required to carry out your instructions (for example a custodian), with professionals you ask us to coordinate with, or where required by law.

Your choices

You may request a copy of the information we hold about you, or ask us to correct it, at any time by calling (704) 664-6772 or writing to bill@howardfinancial.com.

This page is a starting draft for layout purposes and should be reviewed by your compliance counsel before launch.