1. Legal Disclaimer

Big Mike Financial provides financial education and advisory services, but nothing on this website should be mistaken for personalized financial, legal, or tax advice. Any strategies, examples, or concepts we reference are for informational purposes only. Before making decisions about your financial future, we always recommend meeting directly with one of our advisors so we can build the right plan for your unique situation.

 

We follow all federal and state guidelines required of financial professionals. Nothing in this policy overrides regulations under the SEC, FINRA, or other applicable authorities.

 

2. Our Privacy Basics (The “Blueprint”)

Just like you wouldn’t hand over job-site plans to a stranger, we know your information is valuable and private. Here’s what we collect and why:

 

We may gather:

• Contact information (name, email, phone number)

• Basic personal details shared through forms or consultations

• Financial information you choose to provide during a meeting

• Website usage data (so we know what pages are helpful and what needs a renovation)

 

We do not collect:

• Unnecessary personal details

• Sensitive information unless you voluntarily provide it

• Anything unrelated to helping you build, protect, and grow your financial world

 

We keep your information confidential. We do not sell it, rent it, trade it, or hand it off to anyone who shouldn’t have it.

 

3. How We Use Your Information (Putting It to Work)

When you share information with us, it goes straight to improving the services we provide, not into some dusty file drawer.

 

We use your info to:

• Contact you when you request a meeting or ask a question

• Build financial plans based on your needs and goals

• Send helpful updates, educational material, or event invitations

• Improve our website so your future visits are smoother than fresh concrete

 

We may share information with trusted partners such as insurance carriers, investment companies, or administrative service providers, but only when necessary to deliver the services you requested. And those partners must protect your information to the same standards we do.

 

4. Protecting Your Information (Our Security Standards)

We secure your data using industry-approved safeguards, digital security tools, and strong internal processes. Think of it as the steel rebar inside the structure…reinforced, hidden, and built for strength. Only authorized team members have access to your information, and only for legitimate business purposes.

 

5. Your Choices and Your Control

You can request to:

• Review the information we hold

• Update or correct information

• Ask us to delete or stop using your information (as long as it complies with regulatory requirements)

• Opt out of future emails or communications

 

Just contact us—we’re happy to help.

 

6. Updates to This Policy

As the financial world changes, we may update this Privacy Policy from time to time. If we make meaningful adjustments, we’ll post the updated version right here. No surprises, no hidden beams.

 

If you have any questions about this Privacy Policy or how we protect your information, just reach out. We’re here to help you build a secure financial future. Our office is located at: 1550 Pond Road, Suite 140, Allentown, PA 18104