Milestone Financial LLC is committed to protecting the privacy of personal information. The following discloses how we collect, disseminate and use information obtained through the website or provided to us and the efforts we to take to safeguard the information.

Confidentiality and privacy of information is very important to us. We maintain electronic and physical safeguards, including passwords and access limits, to protect your personal information.

We may request users to give us contact information (e.g. their name, phone number, e-mail and mailing address) and limited financial information, such as investable assets, on our site’s registration forms, surveys, etc. We use contact information to send the user requested information about our company. The information is also used to contact the user when necessary. Users may opt-out of receiving future mailings by contacting us at

Access to your information by our employees and other representatives is restricted to those individuals who need to know that information in order to provide products or services that you request, such as in order to service your account. We will only disclose specific information about you to outside companies, or other third parties that we have either retained to provide services to you or have been retained by you, such as a custodian/trustee of your IRA or retirement plan or as an investment advisor, or to third parties as permitted by law. These outside companies or third-parties will be obligated to keep the information provided to them confidential and are not permitted to use the information for any other purposes than what they were retained for.

This site may contain links to other sites. Milestone Financial LLC is not responsible for the privacy practices or the content of such websites. We reserve the right to modify our privacy policy at any time. Any and all changes made to this policy will be posted to the website.