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