Policy Effective: October 2013

The McFolling Financial Group Privacy Policy is designed to explain what type of information we collect, how it is used, and with whom, and under what circumstances it will be shared. Current clients will receive a current copy of the Mcfolling Financial Group on an annual basis.
If you have any questions about the privacy, security and protection of your information, you may write to the Mcfolling Financial Group, Attn. Privacy Policy, 1018 Symphony Isles Blvd. Apollo Beach, Fl 33572 or call Ray at 813-842-8171.

This notice replaces any previous notices provided to you by us about the security, privacy, and protection of information. We may revise this notice at any time. We will notify you of any changes we make as required by law.

1. Collection of Information
We collect information about you to provide you with exceptional customer service, better respond to your needs, save you time, and manage our business and risks.

2. Protecting Your Information
Keeping your information protected is one of our most important responsibilities. We maintain physical, procedural, and electronic safeguards that comply with federal regulations to protect your information. We only give access of customer information to those employees and others who have a business reason to know this information. We maintain strict internal policies against unauthorized disclosure or use of any client information. We will treat your information in the same manner as if you were still a customer, even if you are no longer a customer.

3. Information Sharing With Third Parties
Individuals or companies outside the McFolling Financial Group are considered third parties. We definitely will not share your information with third parties so that they may market their products to you. You do not need to tell us to avoid sharing your information with third parties.
We may share the information we collect about you with third parties only as permitted or required by law.
All third parties with whom we share your information are required to protect the confidentiality of the information supplied by us and may only disclose such information as permitted by law.

4. Information Sharing Within the First Command Family of Companies
The reason you share your information with us is so that we may use your information to determine whether the investment, insurance, banking products, and services we offer are a good fit for you. We also provide you with recommendations for these products and services.
You may direct us:
(1) to not share information about your credit stature received from you or others within McFolling Financial Group, and/or
(2) to not market products or services to you based on information received from one of our other companies. These limitations may not apply in certain circumstances permitted by law.
To inform us about your choices, you may write to: McFolling Financial Group, Attn. Privacy Policy, 1018 Symphony Isles Blvd. Apollo Beach, Fl 33572 or call 813-842-8171. Your decision will not expire until you nullify it in writing.

5. Protecting Medical and Health Information
We do not share any medical or health information with third parties or within the McFolling Financial Group, except as necessary to process transactions or services you have requested or as otherwise permitted by law. For example, to determine your eligibility or for underwriting purposes, we may share your medical or health information that you have provided to us in connection with an insurance application with insurance companies.

6. Online Security Policy
For information regarding our online security practices, we invite you to review our Online Security Policy at

7. Making Sure That Your Information Is Correct
You have the right to review all of the information we have collected about you to make sure that it is accurate and current. You can also request that we make corrections to any personal information maintained by us.

To review the information we collect about you, submit a request in writing to the McFolling Financial Group, Attn. Privacy Policy, 1018 Symphony Isles Blvd. Apollo Beach, Fl 33572. You must describe the kind of information you want to review. Please include your full name, address, telephone number, and date of birth. Once we receive your request, we will contact you within 30 business days to describe what information is available for you to review. We will not provide any information that we feel is privileged.

Please send a written request as described above explaining what you want corrected. Once we receive your request, we will contact you within 30 business days to inform you whether we will make the correction or tell you the reason why we will not. We cannot correct consumer report information, such as your credit report. In order to do this, you must contact the consumer report agency that provided it.