Your privacy is important to us

Privacy Policy

MJC Financial Fitness LLC recognizes that our relationships with current and prospective clients are built on trust and integrity. Protecting your privacy and safeguarding your personal information are fundamental to that relationship. We place the highest value on the information you share with us and are committed to handling it responsibly.

MJC Financial Fitness LLC does not sell your personal information. We do not disclose your personal information to unaffiliated third parties except as permitted or required by law, or as necessary to provide our services to you. This Privacy Policy applies to current and former clients and is provided initially and annually.

Information We Collect

We collect information about you to provide financial planning and investment advisory services and to comply with applicable federal and state laws and regulations.

The types of nonpublic personal information we may collect and maintain include:

  • Information you provide to us during meetings, consultations, or through documents. This may include your name, address, email address, telephone number, Social Security number, date of birth, and financial information.

  • Information we generate in the course of providing advisory and planning services.

  • Information we may receive from third parties, such as custodians, clearing firms, or other service providers, as permitted by law.

How We Use Your Information

  • We use your information to: 

    • Deliver financial planning and investment advisory services.

    • Maintain and service your account.

    • Respond to inquiries and requestFulfill legal, regulatory, and compliance obligations.

Information We Disclose

MJC Financial Fitness LLC may disclose nonpublic personal information about you to unaffiliated third parties only as permitted by law. This may include disclosures necessary to provide advisory, planning, or administrative services, such as disclosures to custodians, clearing firms, technology providers, or independent contractors who support our operations.

If a financial adviser associated with MJC Financial Fitness LLC leaves the firm to join another advisory firm, the adviser may be permitted under applicable law to retain limited client information to transition client relationships and continue serving clients who choose to move with that adviser.

You may limit this type of information retention by contacting us at 312.210.0665.

  • Except as described above, we will not disclose your personal information unless:

    • You provide prior written consent.

    • We have documentation that the recipient is your authorized representative.

    • We are required or permitted by law to disclose the information.

Any third-party service providers or independent contractors engaged by MJC Financial Fitness LLC are required to maintain the confidentiality of your information.

How We Protect Your Information

MJC Financial Fitness LLC maintains physical, electronic, and procedural safeguards designed to protect your nonpublic personal information. These safeguards are intended to prevent unauthorized access, misuse, or disclosure.

We do not share mobile information, including text messaging opt-in data or consent, with third parties for marketing or promotional purposes.

Questions or Concerns

If you have questions about this Privacy Policy or our privacy practices, please get in touch with us at:

Email: mchrisler@mjcfinancialfitness.com
Phone: 312.210.0665