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.
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.
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 us which may include:
- Your full name, email address and company name in order to subscribe to our newsletter, podcast, courses, and subscription to our other services;
- Your full name, email address, website and comments in order to post a comment on our website;
- Your full name, email address, phone number and message in order to contact us via our contact form;
- Your full name, email address, phone number, city, specific issues or questions, how you heard about us and your status in order to request additional information or any other request from us.
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.
Instances where we are required to share your Personally Identifiable Information
Capital Benchmark Partners, LLC will disclose Personally Identifiable Information where required to do so by law or subpoena or if we reasonably believe that such action is necessary to (a) comply with the law and the reasonable requests of law enforcement; (b) to protect the security or integrity of Capital Benchmark Partners, LLC and our business; and/or (c) to exercise or protect the rights, property, or personal safety of Capital Benchmark Partners, LLC, our Users or others.
Third Party Links
Security Measures. We maintain security measures to protect your Personal Information from unauthorized access, misuse or disclosure. However, no exchange of data over the Internet can be guaranteed as 100% secure. While we make every effort to protect your Personal Information shared with us through our Site, you acknowledge that the Personal Information you voluntarily share with us through this Site could be accessed or tampered with by a third party. You agree that we are not responsible for any intercepted information shared through our Site without our knowledge or permission. Additionally, you release us from any and all claims arising out of or related to the use of such intercepted information in any unauthorized manner.
Sharing. You should remember that when you use our Site to post comments and share other information, any information that you provide may not be secure and can be collected and used by others. As a result, you should exercise caution before you make such disclosures.
Links to Other Web Sites
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.
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.
Updated: November 23, 2017
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.
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.
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.
TERMS & CONDITIONS
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Capital Benchmark Partners LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. Capital Benchmark Partners LLC does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Capital Benchmark Partners LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Capital Benchmark Partners LLC or a Capital Benchmark Partners LLC authorized representative has been advised of the possibility of such damages. In no event shall Capital Benchmark Partners LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.