Privacy Practice Notice
Money Strategies, Inc. is concerned about your privacy. In order to issue and service high quality financial products and services, we collect personal information about you. We do not sell your information to third parties, and we disclose your personal information only as necessary to provide the products and services you expect from a financial services firm. This summary of our practices is provided for your information. You do not need to take any action as a result of this notice, but you do have certain rights as described below. 
Collecting Information. To conduct our business, we may collect nonpublic personal information about you from:
Applications or other forms, such as name, address, Social Security number, assets and income, employment status and dependent information.
Your transactions with us, our affiliates, or with others, such as account activity, payment history, and products and services purchased. 
How We Treat The Information. Within Money Strategies, Inc., we restrict access to nonpublic personal information about you to those employees who need to know that information to provide our products or services or to otherwise conduct our business. We maintain physical, electronic, and procedural safeguards that comply with federal and state regulations to safeguard all your nonpublic personal information. We may also disclose all of the information described above to third parties with which we contract for services. We contractually require these third parties to protect your information. Examples of these third parties are:
Financial service providers, such as third party administrators, broker-dealers, investment companies, investment advisors or other financial institutions with whom we have business relationships.
Non-financial companies and individuals, such as our consultants and vendors. 
Our privacy procedures apply even after you stop having any customer relationship with Money Strategies, Inc. 
We retain the right to use ideas, concepts, know-how, or techniques contained in any nonpublic personal information you provide to us for our own purposes, including developing and marketing products and services. 
We do not disclose your nonpublic personal information to third parties except as necessary to provide you our products and services.  You do have the right to review the personal information about you relating to any product offered by us that we can reasonably locate and retrieve. You also can request that we correct, amend or delete any inaccurate information. If you wish to do this, please write Money Strategies, Inc., 1341 Bedford Drive, Suite B, Melbourne, FL 32940. 
*This notice applies for the following Money Strategies, Inc. companies: 
Money Strategies, Inc.
Money Strategies Advisors, Inc.