All written content on this site is for information purposes only. Opinions expressed herein are solely those of FirstLine Financial, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered through FirstLine Financial LLC, a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through FirstLine Wealth Management LLC, an affiliated company.
The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Arizona or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.
FirstLine Financial, LLC is committed to safeguarding the confidentiality and security of our clients’ personal and private information. Federal law requires us to inform clients how we collect, disclose and safeguard their personal information. Please read this notice carefully to understand our privacy policy.
Information We Collect:
In the course of providing services to our clients, we receive and collect personal information from clients; their accountants and attorneys and other third party representatives; and information provided through (i) applications, contracts or other forms; (ii) client documents; (iii) transactions; and (iv) internally documented conversations.
Firstlinefin.com also use cookies, tracking pixels and related technologies to provide our services for Advertisers. Cookies are small data files that are served by the website and stored on your device. These cookies enable Firstlinefin.com to serve targeting advertising and information to you.
Information We Disclose:
We do not disclose the nonpublic personal information we collect about our clients and prospective clients to anyone except: (i) in furtherance of the business relationship which we conduct on a client’s behalf, and then only to those persons necessary to effect the transactions and provide the services that a client authorizes (ii) to persons assessing our compliance with industry standards (e.g., professional licensing authorities); or (iii) our attorneys, accountants, and auditors (to the extent necessary). We do not permit clients to opt out of these limited sharing scenarios. We are permitted by law to disclose the nonpublic personal information about you to governmental agencies and other third parties in certain circumstances (such as third parties that perform administrative services on our behalf). Any third party that is in receipt of nonpublic personal information is prohibited to use or share the information for any other purpose.
In order to opt out of our use of cookies, client can either a) avoid using our website altogether, b) visit http://optout.networkadvertising.org to opt out of interest-based advertising delivered to your device via HTTP cookies only, or c) refuse or delete cookies using their own browsers or mobile devices. However, for any additional electronic device that you may use, you will be required to visit this site again.
If you decide at some point to terminate our services, we will continue to adhere to our privacy policy, as may be amended from time to time. We do not sell client personal information to anyone.
Safeguarding Information:
We limit employee and agent access to client nonpublic personal information to those who are required to know the information to provide services to the client. Furthermore, we make every reasonable effort to ensure that our office and computer environments are secure, and maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards. Outdated personal information will be securely maintained for a period of time as required by law, then destroyed.