Privacy Policy

 Effective March 7, 2022

This website, www.pfafirm.com (the “Site”) is maintained by Personal Fiduciary Advisors, LLC. Throughout this Privacy Policy (the “Policy”), “PFA”, “we”, “us” or “our” refers to Personal Fiduciary Advisors, LLC and “you” or “your” refers to the visitor to the Site. 

We respect your privacy and the Policy has been developed to inform you about how we collect and use your personal information, and what we will and will not do with the information we collect. By accessing the Site, you acknowledge and agree to accept the terms and conditions stipulated in the Policy and also the Terms of Use for the Site. If you do not agree with any of those terms and conditions, please do not use the site and exit it now. Your continued use of the Site means you agree with those terms and conditions, including any updates or changes we make to them. 

We reserve the right to make changes to the Policy at any time. If we make changes to the Policy, we will post the revised Policy here or notify you of such changes and they will be effective upon posting or notification. If you want to make sure that you are up to date with the latest changes, we advise you to frequently visit this page. 

 Please note that the Policy does not govern the collection and use of information by third parties that PFA does not control, nor by individuals not employed or managed by us. If you visit a website that we mention or link to, we recommend you review its privacy policy before providing the site with information. 

  1. Children 

 The Site is not intended for individuals under 18 years of age (“Child,” or “Children”). Children may not provide any information to or on the Site and we do not knowingly collect personal information from Children. If you are under 18 years of age, do not use or provide any information on the Site. If we learn we have collected or received personal information from a Child without verification of parental consent, we will delete that information. If you believe we might have any information from or about a Child, please contact us using information shown below in How to Contact Us. 

  1. Information We Collect

 It is always up to you to decide whether to disclose personally identifiable information to us. 

In an effort to improve your experiences on the Site, we gather information related to your website visits. This information may include device and network-specific information, such as your unique device identifier, operating system and version, the browser you use, your internet service provider, your IP address and the location of your device. Information automatically collected also may include the domain from which you came to our website, details of how you use our website, what webpages you visit, when you visit and the duration of your visit. This information may be collected through the use of cookies, flash cookies, third party tracking technologies and server logs. We collect the information described in this paragraph in the aggregate and we do not correlate such information to specific visitors to the Site. 

At your request, we may also collect your contact and other related information such as your name, your email address and any message you choose to provide. Your provision of information described in this paragraph is entirely within your discretion and does not create a contractual or other business relationship with us. 

  1. Use of Information Collected 

PFA does not sell, rent or lease any of its contact lists and/or names to any third parties. We may collect and make use of personal information to assist in the operation of our Site, including to: 

  • Present our Site and its contents to you; 
  • Notify you about changes to our Site or any products or services we offer or provide though it; 
  • Respond to your requests for information; 
  • Better understand your needs and provide you with information you may request; 
  • Fulfill our legitimate interest in improving our services; 
  • Send you emails containing information we think you might like; and, 
  • Customize our website according to your online behavior and personal preferences. 
  1. Disclosure of Information 

PFA will not use or disclose the information provided by you except under the following circumstances: 

  • As necessary to provide information or services you have requested; 
  • In other ways described in the Policy or to which you have otherwise consented; 
  • In the aggregate with other information in such a way so that your identity cannot reasonably be determined; 
  • As required by law, or in response to a subpoena or search warrant; 
  • To outside advisors who have agreed to keep the information confidential; 
  • As necessary to enforce the Terms of Service for the Site; or, 
  • In furtherance of our legitimate business interests. 
  1. How to Change Your Personal Information 

To make changes to the content of your personal information, please request such changes using information shown below in How to Contact Us. In your request, please describe what information you would like to be changed or updated. We will try to comply with your request as soon as possible, but please note that some information that is essential to the operation of the Site may not be removed or changed. 

  1. Your Right to Opt-Out 

You may opt-out of receiving communications from us by way of email or otherwise. To do so, please contact us using information shown below in How to Contact Us. If you wish to unsubscribe or opt-out from a third-party website, you must go to that specific website to unsubscribe or opt-out. PFA will continue to adhere to the Policy with respect to any personal information previously collected. 

  1. Links to Other Websites 

The Site and our communications may contain links to other websites and PFA does not claim nor accept responsibility for any of their privacy policies, practices and/or procedures. We encourage you to read the privacy statements of all other websites you visit. The Policy applies solely to the information collected by the Site. 

  1. Notice to Users Outside the United States 

PFA operations are located in the United States and the Site is intended sole for users located in the United States. If you are located outside the United States and you provide information to us, that information will be transferred to the United States. By providing personal information to us, you are consenting to its storage and use in the United States as described in the Policy. 

  1. Security 

We take the security of your personal information very seriously and we take reasonable precautions to protect it. The safety and security of your information also depends on you. You should not submit sensitive information via the Site. Unfortunately, data transmission over public networks cannot be guaranteed to be 100% secure, so you use the Site at your own risk. 

  1. How to Contact Us

If you have any questions or concerns regarding the Policy, please contact us at: 

Personal Fiduciary Advisors, LLC
327 Gunboat Lane
Charleston, SC 29492-8133
whead@pfafirm.com