Privacy Policy for Mogle Financial Solutions
Effective Date: April 15, 2026
1. Introduction- At Mogle Financial Solutions, our core value of Trust & Transparency means we are committed to protecting your privacy. This policy explains how we collect, use, and safeguard the personal and financial information of our clients, particularly those navigating significant life transitions.
2. Information We Collect- To provide holistic financial planning and tax-forward strategies, we collect the following:
4. Information Sharing and Third Parties-We prioritize People Over Profit. We do not sell your personal information. We only share data with third parties necessary to fulfill our services, such as:
6. Your Rights-You have the right to review, update, or request the deletion of your personal data. We operate with open hands and integrity, ensuring you always feel seen, heard, and understood regarding your data. We do not sell any of your information including name, email or other personal information.
7. Cookies, Pixels & Tracking Technologies- Our Website uses cookies and similar technologies to operate effectively, analyze usage patterns, personalize content, and support advertising efforts. By using this Website, you consent to our use of cookies unless you disable them in your browser settings.
8. Policy Updates- We may update this Privacy Policy from time to time. Revisions will be posted on this page with an updated Effective Date.
9. Contact Us-If you have questions about this policy or how we handle your financial clarity, please contact us directly at [email protected]
Note for the Client: Because your business involves sensitive financial and tax data (regulated by the SEC, FINRA, or the IRS), you should have a qualified legal professional or compliance officer review this document to ensure it meets all Denver, Colorado, and federal regulatory requirements.
Mogle Financial Solutions is a Registered Investment Advisor in the State of Colorado and Mark Mogle is an Investment Advisor Representative of the firm. Registration does not imply a certain level of skill or training. Additional information about Mark Mogle also is available on the SEC’s website at: www.adviserinfo.sec.gov
Effective Date: April 15, 2026
1. Introduction- At Mogle Financial Solutions, our core value of Trust & Transparency means we are committed to protecting your privacy. This policy explains how we collect, use, and safeguard the personal and financial information of our clients, particularly those navigating significant life transitions.
2. Information We Collect- To provide holistic financial planning and tax-forward strategies, we collect the following:
- Personal Identification that you provide to us directly through forms: Name, contact information, and family details.
- Financial Data: Income, tax records (utilizing our IRS Enrolled Agent expertise), insurance coverage, and estate planning details.
- Behavioral Context: Information regarding your values, goals, and money habits gathered during our "deep conversations" to help align your money with your life.
- Information Collected Automatically: When you interact with our Website, we automatically collect data through cookies and tracking technologies. This may include your IP address, browser type, device type, pages viewed, time spent on site, referring website, click behavior, and general geographic location. Tools may include Google Analytics (GA4), Meta Pixel, Hotjar, and Showit site performance cookies.
- Simplify your financial world and provide clarity for decision-making.
- Facilitate tax-forward planning and risk management strategies.
- Guide couples through money conversations and behavioral finance coaching.
4. Information Sharing and Third Parties-We prioritize People Over Profit. We do not sell your personal information. We only share data with third parties necessary to fulfill our services, such as:
- Charles Schwab & Co., Inc.: As our exclusive investment platform.
- Regulatory Bodies: As required by law or our duties as a Chief Compliance Officer.
6. Your Rights-You have the right to review, update, or request the deletion of your personal data. We operate with open hands and integrity, ensuring you always feel seen, heard, and understood regarding your data. We do not sell any of your information including name, email or other personal information.
7. Cookies, Pixels & Tracking Technologies- Our Website uses cookies and similar technologies to operate effectively, analyze usage patterns, personalize content, and support advertising efforts. By using this Website, you consent to our use of cookies unless you disable them in your browser settings.
8. Policy Updates- We may update this Privacy Policy from time to time. Revisions will be posted on this page with an updated Effective Date.
9. Contact Us-If you have questions about this policy or how we handle your financial clarity, please contact us directly at [email protected]
Note for the Client: Because your business involves sensitive financial and tax data (regulated by the SEC, FINRA, or the IRS), you should have a qualified legal professional or compliance officer review this document to ensure it meets all Denver, Colorado, and federal regulatory requirements.
Mogle Financial Solutions is a Registered Investment Advisor in the State of Colorado and Mark Mogle is an Investment Advisor Representative of the firm. Registration does not imply a certain level of skill or training. Additional information about Mark Mogle also is available on the SEC’s website at: www.adviserinfo.sec.gov
