Privacy Policy

Important – Please Read

 

Individuals Covered

This privacy policy covers all visitors, subscribers, affiliates and super-affiliates, and all customers to this website. All individuals who view this website are described herein as “Visitors” and are parties to this Privacy Policy of this website. Anyone who buys our products, attempts to order, or receives our products at no cost is called a “Customer” and shall be subject to this Privacy Policy for this website. The website URL shall be referred to collectively as the “Website.” 

Individuals Excluded

This website will not lawfully accept any individual under the age of 18 or anyone who would fall under the provisions of the Child Online Privacy Act of 1998 (COPA). If you are under the age of 18, you must leave this website—immediately. Acceptance the terms of this Privacy Policy is required for your right to visit the website. If you do not accept these terms of this Privacy Policy, you are illegally viewing this website.

Online Privacy Protection Act of 2003—OPPA

If you purchase a product through this website, you are covered by the Online Privacy Protection Act of 2003. When you purchase our products, we collect and archive all data you provide. In the event that this website is ordered by a court to divulge confidential information, this website will submit such information demanded by the court.

Information Collected

This website collects data on its visitors, subscribers, affiliates and super-affiliates, and customers. This data is obtained from various methods, such as pop-ups, product registration, and purchase by phone, subscription, micro-websites, surveys, and email.

Information Collected From Clients and Website Visitors

If you are a visitor, affiliate, or customer who communicates with this website in any manner, you give your permission for this website to collect, archive, retrieve, and otherwise use any information collected by this website for solicitation purposes.

Data Obtained From PPC Ads, Banners Ads, Pop-ups, or Hyperlinks

Visitors clicking PPC ads, banner ads, pop-up ads, or solicitations containing hyperlinks from this website, data are being collected and archived for solicitation purposes.

Data Obtained From Surveys or Free Newsletters

Any data provided to this website as part of a survey or free newsletters (or free items of any kind) in which you participate may be used for solicitation, and such data will not be shared with third parties.

Data Obtained Through The Use of Cookies

This website collects data using cookies on your computer, your email address, and your IP address. The data collected may help define your viewing habits and product preferences. By using this website, you give permission for this website (and its partners) to use cookies (computer code) to gather data from your computer for solicitation purposes.

Providing Your Email Address

By providing to this website your email address, you waive all rights to file complaints concerning unsolicited email from this website, and agree to receive communication from this website, its partners, or affiliates. In addition, you waive any claims for damage caused by any accidental downloads of any virus, worm, or parasite to your computer.

Providing Your Phone Number

By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Montini & Co Tax Advisory Group. SMS consent is not shared with third parties. Messaging frequency may vary. Message and data rates may apply. To opt out at any time, text STOP. For assistance, text HELP or call the office. 

Miscellaneous

You agree not to disclose any trade secrets, reports, tools, processes which we use to conduct business.

Legal disputes

As part of the terms and conditions for this privacy policy, all visitors and clients agree to use arbitration (based on the rules of the American Arbitration Association) for any claim, dispute, or controversy of any kind arising out of purchase of the products, the website, any solicitation, privacy issues, and the terms of use. All disputes shall be held in the city the incorporator resides. In addition, you waive your rights to participate in any class of claimants pertaining to any claim subject to arbitration.

 

Montini & Company Tax Advisory Group TEXT MESSAGING TERMS OF USE
By Opting In to or using a “Text Message Service” (as defined below) from Montini & Company Tax Advisory Group you accept these Terms & Conditions.
This agreement is between you and Montini & Company Tax Advisory Group or one of its affiliates. All references to Montini & Company Tax Advisory Group, or refer to Montini & Company Tax Advisory Group, 11811 N Tatum Blvd., Ste 1090, Phoenix, AZ 85028.

DEFINITIONS
Opting In refers to requesting, joining, agreeing to, enrolling in, signing up for, acknowledging, responding to, or otherwise consenting to receive one or more text messages.
Text Message Service includes any arrangement or situation in which we send one or more messages addressed to your mobile phone number, including text messages (such as SMS, MMS, or successor protocols or technologies).

CONSENTING TO TEXT MESSAGING
By consenting to receive text messages from us, you agreed to these Text Messaging
Terms and Conditions, as well as our terms and conditions and Privacy Policy.

E-SIGN DISCLOSURE

By agreeing to receive text messages, you also consent to the use of an electronic
record to document your agreement. You may withdraw your consent to the use of the
electronic record by replying STOP.

Montini & Company Tax Advisory Group TEXT MESSAGE SERVICE PRIVACY
POLICY
We respect your privacy. We only use information you provide through this service to
transmit your mobile messages and respond to you. This includes, but isn't limited to,
sharing information with platform providers, phone companies, and other vendors who
assist us in the delivery of mobile messages. Mobile information will not be shared with
third parties/affiliates for marketing/promotional purposes. All the above categories
exclude text messaging originator opt-in data and consent; this information will not be
shared with any third parties. Nonetheless, we reserve the right always to disclose any
information as necessary to satisfy any law, regulation or governmental request, to
avoid liability, or to protect our rights or property. This Text Message Service Privacy
Policy applies to your use of the Text Message Service and isn’t intended to modify our
general Privacy Policy incorporated by reference above, which may govern the
relationship between you and us in other contexts.

COSTS OF TEXT MESSAGES
We do not charge you for the messages you send and receive via this text message
service. But message and data rates may apply, so depending on your plan with your
wireless or other applicable provider, you may be charged by your carrier or other
applicable provider.

FREQUENCY OF TEXT MESSAGES
This Text Messaging Service is for conversational person-to-person communication
between you and our employees. We may send you an initial message providing details
about the service. After that, the number of text messages you receive will vary
depending on how you use our services and whether you take steps to generate more
text messages from us (such as by sending a HELP request).

OPTING OUT OF TEXT MESSAGES
If you no longer want to receive text messages, you may reply to any text message
with STOP, QUIT, END, REVOKE, OPT OUT, CANCEL, or UNSUBSCRIBE. As a
person-to-person communication service, opt-out requests are specific to each
conversation between you and one of our employees and their associated phone
number. After unsubscribing, we may send you confirmation of your opt-out via text
message.

CONTACT US

For support, contact marc@montinico.com or call 480-428-8005.

FOUNDATIONS INVESTMENT ADVISORS, LLC — Privacy Policy

Foundations Investment Advisors, LLC Privacy PolicyInvestment Advisers are required by law to inform their clients of their policies regarding privacy of client information. We are bound by professional standards of confidentiality that are even more stringent than those required by law. This notice is being provided to you in accordance with the Securities and Exchange Commission’s rule regarding the privacy of consumer financial information (“Regulation S-P”). Please take the time to read and understand the privacy policies and procedures that we have implemented to safeguard your nonpublic personal information.

INFORMATION WE COLLECT
Foundations Investment Advisors, LLC (FOUNDATIONS) must collect certain personally identifiable financial information about its customers to provide financial services and products. The personally identifiable financial information that we gather during the normal course of doing business with you may include:information we receive from you on applications or other forms;information about your transactions with us, our affiliates, or others;information we receive from a consumer reporting agency.

INFORMATION WE DISCLOSE
We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted or required by law, or as necessary to provide services to you. In accordance with Section 248.13 of Regulation S-P, we may disclose all of the information we collect, as described above, to certain non-affiliated third-parties such as our attorneys, accountants, auditors, to certain affiliated third-parties in order to provide services or products to you, and to persons or entities that are assessing our compliance with industry standards. We enter into contractual agreements with all non-affiliated third-parties that prohibit such third-parties from disclosing or using the information other than to carry out the purposes for which we disclose the information.

CONFIDENTIALITY AND SECURITY
We restrict access to nonpublic personal information about you to those Employees who need to know that information to provide financial products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

ACCURACY
FOUNDATIONS strives to maintain accurate personal information in our client files at all times. However, as personal situations, facts and data change over time; we encourage our clients to provide feedback and updated information to help us meet our goals.

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