Privacy Policy

Misfit Money, LLC, offering financial planning and investment services as Maize  Financial, recognizes that our relationships with current and prospective clients are  based on integrity and trust. We work hard to maintain your privacy and to preserve the  private nature of our relationship with you. We place the highest value on the  information you share with us. Maize Financial will not disclose your personal  information to anyone unless it is required by law or at your direction. We will not sell  your personal information. Maize Financial will provide this privacy statement to all  clients annually.  We want our clients to understand what information we collect, how we use it, and how  we protect your personal information.  

We gather information about you so that we can:  

• Help design and implement the investment and planning-related services we  provide you; and 
• Comply with the Federal and State laws and regulations that govern us.  

We may collect the following types of “nonpublic personal information” about you: 

• Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information. 
• Information that we generate to service your financial needs. 
• Information that we may receive from third parties with respect to your financial profile.  

We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm or independent contractors hired by Maize Financial. 

If your planner/adviser leaves Maize Financial to join another firm, it is our policy to permit them to retain copies of client information to assist with the transfer of client accounts only with the client’s permission. Otherwise, Maize Financial will not disclose any personal information about you or your account(s) unless one of the following conditions is met: 

• We receive your prior written consent; or 
• We have documentation that the recipient is your authorized representative; or 
• We are required by law to disclose information to the recipient.  

Arrangements with companies or independent contractors not affiliated with Maize Financial will be subject to confidentiality agreements.  

 Privacy is always important to Maize Financial. We restrict and limit access to client information only to those who need such information to carry out their business functions. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.