Financial Strategies, Inc. practices in multiple professional financial services for Arizona residents. FSI also provides consulting services to clients all over the United States on Inherited IRA decisions that must be made at the death of the plan participant.
Arizona residents for decades have trusted FSI for it's professional Arizona Trust Portfolios. And Estate Settlement Services when a Trust owner or Estate owner dies.
The Better Business Bureau has rated FSI "A+" consistantly since membership inception. Further, President Michael Anderson is a member of the National Ethics Asssocation, the Arizona Association of Independent Paralegals and the National Associaton of Realtors.*
* Separate real estate services are provided by Realty One Group-Gilbert. Realty One Group is not directly or indirectly associated with FSI.
FSI Privacy Policy
This privacy policy ("policy") will help you understand how Financial Strategies, Inc. (FSI) uses and protects the data you provide to us when you visit and use our online services. We reserve the right to change this policy at any given time, of which you will be promptly updated. If you want to make sure that you are up to date with the latest changes, we advise you to frequently visit this page.
What User Data We Collect
When you visit the page, we may collect the following data:
• Your IP address.
• Your contact information and email address.
• Other information such as interests and preferences.
• Data profile regarding your online behavior on our page.
Why We Collect Your Data
We are collecting your data for several reasons:
• To better understand your needs.
• To improve our services and products.
• To send you promotional emails containing the information we think you will find interesting.
• To contact you to fill out surveys and participate in other types of market research.
• To customize our page according to your online behavior and personal preferences.
Safeguarding and Securing the Data
FSI is committed to securing your data and keeping it confidential. FSI has done all in its power to prevent data theft, unauthorized access, and disclosure by implementing the latest technologies and software, which help us safeguard all the information we collect online.
Our Cookie Policy
Once you agree to allow our page to use cookies, you also agree to use the data it collects regarding your online behavior (analyze web traffic, web pages you visit and spend the most time on). The data we collect by using cookies is used to customize our page to your needs.
Links to Other Websites
Our page contains links that lead to other websites. If you click on these links (other than additional websites of FSI), you understand we are not responsible for your data and privacy protection. Visiting those websites is not governed by this privacy policy agreement. Make sure to read the privacy policy documentation of the website you go to from our website.
Restricting the Collection of your Personal Data
At some point, you might wish to restrict the use and collection of your personal data. You can achieve this by doing the following:
When you are filling out any form(s) on the page, make sure to check if there is a box which you can leave unchecked, if you don't want to disclose your personal information. If you have already agreed to share your information with us, feel free to contact us via email and we will be more than happy to change this for you.
Special Note
FSI will not lease, sell or distribute your personal information to any third parties, unless we have your permission. We might do so only if the law forces us to. Your personal information will be used when we need to send you promotional materials if you agree to this privacy policy.
Management of Financial Strategies, Inc.
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