Privacy Policy

Your privacy matters to us. Here's how we protect your information.

Our Commitment to Privacy

Investment advisers are required by law to inform their clients of their policies regarding privacy of client information. As a CPA firm and Registered Investment Adviser, we are bound by professional standards of confidentiality that are even more stringent than those required by law.

Federal law gives you the right to limit some—but not all—sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information.

Information We Collect

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This information may include, but is not limited to:

  • Social Security Number
  • Date of Birth
  • Banking Information
  • Financial Account Numbers and Balances
  • Sources of Income
  • Credit Card Numbers or Information
  • Investment Holdings
  • Tax Returns and Financial Statements

When you are no longer our customer, we may continue to share your information only as described in this notice.

How We Use Your Information

All investment advisers and CPA firms need to share personal information to run their everyday business. We may share your personal information for the following reasons:

  • Everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus
  • Our marketing – to offer our products and services to you
  • Joint marketing with other financial companies
  • Our affiliates' everyday business purposes – information about your transactions and experiences

If you are a new customer, we may begin sharing your information on the day you sign our agreement. When you are no longer our customer, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.

Protecting Your Information

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law, including:

  • Physical safeguards (secured files and buildings)
  • Computer safeguards (encrypted data, password protection)
  • Procedural safeguards (limited employee access, confidentiality agreements)

Important: We restrict access to nonpublic personal information to those employees who need to know that information to provide services to you.

Your Right to Limit Sharing

Federal law allows you the right to limit the sharing of your nonpublic personal information by "opting out" of the following:

  • Sharing for affiliates' everyday business purposes – information about your creditworthiness
  • Sharing with affiliates or non-affiliates who use your information to market to you

State laws and individual companies may give you additional rights to limit sharing. Please notify us immediately if you choose to opt out of these types of sharing.

Definitions

Affiliates: Companies related by common ownership or control. They can be financial and non-financial companies.

Non-affiliates: Companies not related by common ownership or control. They can be financial and non-financial companies.

Joint marketing: A formal agreement between non-affiliated financial companies that together market financial products or services to you.

Questions or Concerns?

Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us. If you have any questions about this privacy policy or how we handle your information, please contact us:

Vaughan Family Financial, LLC
10002 Colmar Road SE
Huntsville, AL 35803
Phone: (256) 808-4476
Email: [email protected]

Last Updated: January 2026

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