Privacy Policy

What This Policy Covers

This policy explains how Financial Advisor Keyport handles information connected to this website. We work with clients in Keyport, NJ and the surrounding area. The site is informational only. It describes our services, such as retirement planning and legacy planning, and the one way to reach us is by phone at (732) 655-8654.

What Our Server Records on Its Own

Like nearly every website, ours runs on a server that keeps ordinary technical logs. A typical entry holds your IP address, browser type, device type, the page you requested and the time of the request.

We use these logs to keep the site working, find broken pages and spot unusual traffic. We do not use them to identify you by name.

Cookies and Basic Analytics

The site may set basic analytics cookies. These small files count visits, show which pages people read and tell us roughly how long they stay. That helps us see whether a page like Financial Planning answers the questions people bring to it. You can block or delete cookies in your browser settings, and the site will still work.

What You Share When You Call

There are no forms, accounts or sign-ups on this site. Any personal or financial detail we hold from you comes from a phone conversation, and you decide what to share.

When you call to set up an introductory meeting, we may note your name, your phone number and a short summary of your goals so we can prepare. We use those notes to follow up with you and to plan that conversation.

How Information Is Used and Shared

We do not sell information gathered through this website. Technical data may pass through the companies that host the site or provide its analytics, and only so they can perform that work. We may also release information if the law requires it.

Links and Changes to This Policy

This site does not knowingly collect information from children. If the way the site works changes, we will update this page, and the version posted here is the one that applies.

Questions About Your Information

If you want to know what we have on file from a call, or you would like a note removed, reach us by phone at (732) 655-8654 and we will walk through it with you.