Privacy Policy

Who We Are and What This Covers

Financial Advisor Matawan is a financial advisory practice based in Matawan, NJ. This policy explains how we treat information connected to this website and to phone calls with our office.

The site itself is informational. It describes our services and explains how to reach us by phone. There are no accounts to create, no online payments and no way to send us details through the site.

What the Website Records on Its Own

Like most websites, ours runs on a server that keeps ordinary logs. These can include your IP address, browser type, the pages you viewed and the time of your visit. We use this to keep the site working and to spot technical problems, not to identify you personally.

Cookies and Basic Analytics

We may use simple analytics cookies to see which pages are read and how visitors find us. That tells us whether a page like Retirement Planning or Legacy Planning is useful or needs clearer wording.

You can block or delete cookies in your browser settings. The site will still work if you do.

What You Share When You Call

Phone is the only way to contact us. On a call with our office, you decide what to tell us. That might be your name, a callback number and a short description of your goals so we can set up an introductory meeting.

We use those details to respond to you and to prepare for a conversation about your finances. We do not sell them, and we do not share them with outside marketers.

When Information Might Be Shared

We may share limited information with service providers who help run this website, such as a hosting company, and only as needed for that purpose. We may also disclose information if the law requires it.

Links and Outside Services

If this site ever points you to another website, that site has its own privacy practices. We encourage you to read them, since we do not control how other companies handle data.

Changes and Questions

We may update this policy as the site changes. The current version will always be posted on this page.

If you have a question about your information or want us to update something you shared by phone, a quick conversation with our office at (732) 739-7013 is the way to sort it out, and we will walk through it with you.