Capital Benchmark Partners, LLC
Financial Planning Firm for Women Small Business Owners

Privacy Policy & Disclosures

CFP Atlanta, GA

Fee only Financial Planner Atlanta, GA

Female Financial Planner

Woman Financial Planner

Female Financial Planner Atlanta

Woman Financial Planner Atlanta

Financial Planning for Women

Financial Planning for Entrepreneurs Atlanta

Financial Planning for Entrepreneurs

Financial Planning for Millennials Atlanta

Financial Planning for Millennials


All materials posted on this site are subject to copyrights owned by the Capital Benchmark Partners, LLC (CBP). Any reproduction, re-transmissions, or republication of all or part of any document found on this site is expressly prohibited, unless CBP has explicitly granted its prior written consent to so reproduce, re-transmit, or republish the material. All other rights reserved.

The names, trademarks, service marks and logos of CBP appearing on this site may not be used in any advertising or publicity, or otherwise to indicate CBP’s sponsorship or affiliation with any product or service, without CBP’s prior express written permission.

Although the CBP site includes “links” providing convenient direct access to other Internet sites, CBP does not endorse, approve, certify or make warranties or representations as to the accuracy of the information on these sites.

CBP will make reasonable efforts to include accurate and up-to-date information on www.CapitalBenchmarkPartners.com and www.CBPlifestyle.com  but CBP makes no warranties or representations as to its accuracy. All users agree that all access and use of www.CapitalBenchmarkPartners.com and www.CBPlifestyle.com  and the content thereof is at their own risk. Neither CBP, nor any party involved in creating, producing or delivering information and material via www.CapitalBenchmarkPartners.com and www.CBPlifestyle.com  shall be liable for any direct, incidental, consequential, indirect, or punitive damages arising out of access to, use of or inability to use www.CapitalBenchmarkPartners.com and www.CBPlifestyle.com  or any errors or omissions in the content thereof.


PRIVACY POLICY


By visiting capitalbenchmarkpartners.com or cbplifestyle.com, you are consenting to our Privacy Policy.

This Privacy Policy describes the Personal Information we collect through this website at capitalbenchmarkpartners.com and cbplifestyle.com (“Site”), and how we collect and use that information.


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Information We Collect

Personal Information. The term “Personal Information” is defined as information that you voluntarily provide to us which personally identifies you and/or your contact information, such as your name, phone number and email address.

This Site collects the Personal Information you voluntarily provide to our firm and is held in the strictest confidence. These records include personal information we collect from you in connection with any services or potential services provided by Capital Benchmark Partners, LLC.

Unlike many non-independent firms, we do not share information with affiliated companies.  Nor have we ever disclosed information to non-affiliated third parties, except as required by law or by your consent, and do not anticipate doing so in the future. If we were to anticipate such a change in firm policy, we would be prohibited under the law from doing so without advising you first.

We use your information in helping you meet your personal financial goals while guarding against any real or perceived infringements of your rights of privacy.

We may contact you using the Personal Information you provided to communicate with you and to send you information about our services and/or the services of third parties which we believe would be of interest to you.

How Your Information Is Used. The information you provide is used to process transactions, send periodic emails and improve the service we provide. We do share your information with trusted third parties who assist us in operating our website, conducting our business and servicing clients and visitors. These trusted third parties agree to keep your information confidential. Your Personal Information will never be shared with unrelated third parties.

Access to your information is limited.  Only employees and agents who have a business or professional reason for knowing your information are allowed access.

We do not share information with non-affiliated parties except as required or permitted by law or by your consent.  For unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this information private. For example, federal and state regulators may review firm records as permitted under law. We do not provide your personally identifiable information to mailing list vendors or solicitors.

Categories of Information Collected.

  • Information our clients provide to us to complete their financial plan;
  • Information our clients provide to us in agreements, account applications, and other documents completed in connection with the opening and maintenance of their accounts;
  • Information our clients provide to us orally; and
  • Information we may receive from third parties, such as brokerage firms, about our clients’ transactions with us or with others.

Maintenance of Information. Personally identifiable information about you will be maintained during the time you are a client, and for the required time that such records are required to be maintained by federal and state securities laws, and consistent with the CFP® Board Code of Ethics and Professional Responsibility.

Activity. We may record information relating to your use of the Site, such as the searches you undertake, the pages you view, your browser type, IP address, requested URL, referring URL, and time stamp information. We use this type of information to administer the Site and provide the highest possible level of service to you. We also use this information to perform statistical analyses of user behavior and characteristics in order to measure interest in and use of the various areas of the Site.

Cookies. We may send cookies to your computer in order to uniquely identify your browser and improve the quality of our service. The term “cookies” refers to small pieces of information that a website sends to your computer’s hard drive while you are viewing the Site. We may use both session cookies (which expire once you close your browser) and persistent cookies (which stay on your computer until you delete them). You have the ability to accept or decline cookies using your web browser settings. If you choose to disable cookies, some areas of the Site may not work properly or at all.

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Third Party Links

The Site may contain links to third party websites. Except as otherwise discussed in this Privacy Policy, this document only addresses the use and disclosure of information we collect from you on our Site. Other sites accessible through our site via links or otherwise have their own policies in regard to privacy. We are not responsible for the privacy policies or practices of third parties.

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Children

Our Site and the services available through it are not intended for children. To access or use the Site, you must be 18 years or older and have the requisite power and authority to enter into this
Privacy Policy

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How to Update Your Information

If you opt-in to receive our newsletter, the option to unsubscribe will be included in every email. You may also access and correct your Personal Information and privacy preferences by contacting us with your request.

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Notification of Changes to This Policy

You acknowledge and agree that it is your responsibility to review this site and this Policy periodically and to be aware of any modifications. Updates to this Policy will be posted on this page.

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DISCLOSURES

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Capital Benchmark Partners, LLC (referred to herein as “CBP” or “the Company”) is a registered investment adviser offering advisory services in the State of Georgia and in other jurisdictions where exempted.  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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Website Content

All written content on this site is for information purposes only. Opinions expressed herein are solely those of CBP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. The content maintained on this site as well as the opinions voiced in this material are resources for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual.

No information on this site constitutes financial advice and should not take the place of consulting with a qualified financial planner, tax professional, legal or other financial professional.

This website may provide links to others for the convenience of our users.  Our firm has no control over the accuracy or content of these other websites.

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Registration Information

Advisory services are offered through Capital Benchmark Partners, LLC, an investment advisor firm domiciled in the State of Georgia. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.

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