About Us

Our Services

Portfolio
Management

Life Insurance
& Long Term Care

Mindful
Financial Planning

Private & Corporate Consulting

Family Office Services

We provide the team and processes you need to be a successful steward of your wealth.

Mindful Finance
Resources

Privacy Statement

This policy sets out our commitment to you regarding how we may collect and use your information. These policies apply across MIFIWealth.com. Please read our privacy policy carefully to understand how we collect, use, protect, or otherwise handle your information.

Information that we collect

When you provide us with contact or other information in connection with a particular activity, product, or service, including your email address or telephone number, you expressly consent to our communicating with you about our products or services using the information you provided to us. You also attest that you have the legal authority over any telephone number or email address you provide to us and can provide us with the authorization to contact you.

How do we use your information?

We may use the information we collect from you when you register, sign up for our newsletter, respond to a survey or marketing communication, browse the website, or use certain other site features in the following ways:

  • Email newsletters

  • Marketing emails

  • To personalize your experience and to allow us to deliver the type of content and product offerings in which you are most interested

  • Improve our website in order to better serve you

  • To allow us to better respond to your customer service requests

  • To send periodic emails regarding our services

  • To follow up with correspondence (email or phone inquiries)

How do we protect your information?

Our website is scanned on a regular basis for security holes and known vulnerabilities in order to make your visit to our site as safe as possible.

Your personal information is contained behind secured networks. In addition, all sensitive/credit information you supply is encrypted via Secure Socket Layer (SSL) technology.

We implement a variety of security measures to maintain the safety of your personal information when you place an order or enter, submit, or access your information.

Cookies

Cookies are small files that a site or its service provider transfers to your computer’s hard drive through your Web browser (if you allow) that enables the site’s or service provider’s systems to recognize your browser and capture and remember certain information. For instance, we use cookies to help us remember and process the items in your shopping cart. They are also used to help us understand your preferences based on previous or current site activity, which enables us to provide you with improved services. We also use cookies to help us compile aggregate data about site traffic and site interaction so that we can offer better site experiences and tools in the future.

We may use first-party (e.g., Google Analytics) and third-party cookies to:

  • Understand and save user preferences for future visits

  • Compile aggregate data about site traffic and interactions to offer better site experiences and tools in the future

We may also use trusted third-party services that track this information on our behalf.

You can choose to have your computer warn you each time a cookie is being sent, or you can choose to turn off all cookies. You do this through your browser settings. Since each browser is a little different, look at your browser’s Help Menu to learn how to modify the way it treats cookies.

If you turn cookies off, some features will be disabled that make your user experience more efficient and some features may not function properly.

Third-party disclosure

We do not sell, trade, or otherwise transfer your personally identifiable information to outside parties without your consent. This does not include website hosting partners and other parties who assist us in operating our website, conducting our business, or serving our users, so long as those parties agree to keep this information confidential. However, non-personally identifiable visitor information may be provided to other parties for marketing, advertising, or other uses.

We may disclose information in response to subpoenas, court orders, or other requests from jurisdictions inside or outside of the United States where we believe in good faith that the response is required under local laws of that jurisdiction, applies to users from that jurisdiction, and is consistent with generally accepted international practice.  We may also share information when we believe in good faith belief that it is necessary to do so in order to prevent fraud or other illegal activity, to prevent imminent bodily harm, or to protect ourselves and you from people violating our Terms of Service.

Third-party links

We offer third-party products or services on our website. These third-party sites have separate and independent privacy policies. We have no responsibility or liability for the content and activities of these linked sites. Nonetheless, we seek to protect the integrity of our site and welcome any feedback about these sites.

Opting out

Users can set preferences for how Google advertises to you using the Google Ad Settings page. Alternatively, you can opt out by visiting the Network Advertising Initiative opt-out page or by using the Google Analytics Opt-Out Browser add on.

California Online Privacy Protection Act

We comply with the California Online Privacy Protection Act by:

  • Letting users visit our site anonymously

  • Providing a link on our homepage to this Privacy Policy

  • Including the word “Privacy” in a link to this policy which can be easily be found on our homepage

You will be notified of any Privacy Policy changes on this Privacy Policy page.

You can change your personal information:

Do Not Track signals

Third-party browsers may provide “do not track” signals for websites which are automatically applied by default and therefore do not necessarily reflect our visitor’s choice as to whether they wish to receive personalized ads. We do not respond to browser-based “do not track” signals. You can learn more about do not track signals at https://allaboutdnt.com/.

Children Online Privacy Protection Act

We do not knowingly collect or store any personal information about children under the age of 13.

IF AT ANY TIME YOU WOULD LIKE TO UNSUBSCRIBE FROM RECEIVING FUTURE EMAILS, YOU CAN:

  • Email us at service@mifiwealth.com and we will promptly remove you from ALL correspondence

  • Follow the instructions found at the bottom of each email