Terms & Privacy Policy

Affluent Financial Services, CPAs is dedicated to protect the confidentiality and privacy of information entrusted to it. As part of this fundamental obligation, Affluent Financial Services, CPAs is committed to the appropriate protection and use of personal information that has been collected through its web sites. The scope of our commitment is detailed in this privacy policy. Generally, our intent is to collect only the information that is provided voluntarily by visitors to our web sites so that we can offer information and/or services to those individuals or offer information about employment opportunities. Please review this Online Privacy Statement ("Online Privacy Statement" or "Privacy Statement") to learn more about how we collect, use, share and protect the personal information that we have obtained.



This website is not intentionally designed for or directed at persons 18 years of age or younger, and Affluent Financial Services, CPAs will not intentionally collect or maintain information about anyone under the age of 18. Affluent Financial Services, CPAs shall not intentionally disclose to third parties without your permission (and will take commercially reasonable steps to prevent the accidental disclosure of) any personally-identifiable information you may provide while visiting this website, subject to the following exceptions: (i) Affluent Financial Services, CPAs may disclose your personally-identifiable information to third parties as required or permitted by applicable laws, rules or regulations; (ii) Affluent Financial Services, CPAs may disclose your contact information in response to inquiries by bona-fide rights owners in connection with allegations of infringement of copyright or other proprietary rights arising from information you have submitted on this website or otherwise provided to Affluent Financial Services, CPAs; and (iii) if Affluent Financial Services, CPAs (and/or one or more of its affiliates) merges with or sells all or substantially all of its assets to a third party, information collected about you on this website may be disclosed to such third party.



Affluent Financial Services, CPAs has implemented generally accepted standards of technology and operation security in order to protect personally identifiable information from loss, misuse, alteration or destruction. Only authorized Affluent Financial Services, CPAs personnel are provided access to personally identifiable information, and such employees are required to treat this information as confidential. Notwithstanding these precautions, we cannot guarantee that unauthorized persons will not obtain access to your personally identifiable information.



By using this website, you consent to the collection, use and storage of your information by Affluent Financial Services, CPAs in the manner described in this privacy policy. Affluent Financial Services, CPAs reserves the right to make changes to this privacy policy from time to time. When using this website, you should review the current Terms of Use and privacy policy to determine if they have been amended since your last visit.

Affluent Financial Services, CPAs only collects "sensitive" personal information when the relevant individuals voluntarily provide us with this information or where such information is required or permitted to be collected by law or professional standards. Sensitive information includes personal information regarding a person’s race, ethnicity, political beliefs, trade union membership, religious or similar beliefs, physical or mental health, sexual life or criminal record. Please use your discretion when providing sensitive information to Affluent Financial Services, CPAS, and under any circumstances, do not provide sensitive information to Affluent Financial Services, CPAS, unless you thereby consent to Affluent Financial Services, CPAS's use of that information for its legitimate business purposes and consent to the transfer and storage of such information to and in Affluent Financial Services, CPAS databases. If you have any questions about whether the provision of sensitive information to Affluent Financial Services, CPAS is, or may be, necessary or appropriate for particular purposes, please contact Affluent Financial Services, CPAS at the address indicated below. Links to other sites

Please be aware that Affluent Financial Services, CPAs web sites may contain links to other sites that are not governed by this privacy statement but by other privacy statements that may differ somewhat. We encourage users to review the privacy policy of each Web site visited before disclosing any personal information.


Changes to this policy

Affluent Financial Services, CPAs may modify this Privacy Statement from time to time to reflect our current privacy practices. When we make changes to this statement, we will revise the “updated” date at the top of this page. We encourage you to periodically review this Privacy Statement to be informed about how Affluent Financial Services, CPAs is protecting your information.