Privacy Policy
Effective Date: 9/19/2025
At MONA VT Financial Services, LLC, your privacy is very important to us. This Privacy Policy explains how we collect, use, protect, and share your personal information when you visit our website, communicate with us, or use our services. By using our website (www.monavt.com) and providing your information, you agree to the practices described in this policy.
1. Information We Collect
We may collect the following types of information when you interact with us:
Personal Information: Name, email address, phone number, mailing address, and other details you voluntarily provide through forms or direct communication.
Service-Related Information: Details you share when requesting a consultation or using our services (e.g., financial goals, service preferences).
Technical Information: Non-personal data such as IP address, browser type, device information, and pages visited on our website (collected through cookies or analytics tools).
2. How We Use Your Information
The information we collect may be used to:
Provide and deliver the services you request.
Respond to inquiries and customer support needs.
Schedule consultations and manage client accounts.
Improve our website, services, and user experience.
Send important updates, offers, or educational information (you can opt out at any time).
Maintain compliance with legal and regulatory obligations.
3. How We Protect Your Information
We implement industry-standard security measures to safeguard your personal information against unauthorized access, disclosure, or misuse. While no method of transmission over the internet is 100% secure, we are committed to protecting your data with the highest level of care.
4. Sharing of Information
We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following circumstances:
With trusted service providers who assist us in delivering services (e.g., website hosting, IT support).
When required by law, regulation, or legal process.
To protect our rights, safety, and the security of our clients.
5. Cookies and Tracking Technologies
Our website may use cookies or similar tools to enhance your browsing experience, track usage patterns, and improve site performance. You can choose to disable cookies in your browser settings, but some features of the website may not function properly.
6. Your Privacy Rights
You have the right to:
Request access to the personal information we hold about you.
Request corrections or updates to your personal data.
Opt out of receiving promotional communications.
Request deletion of your information, subject to legal and regulatory requirements.
To exercise these rights, please contact us using the information below.
7. Third-Party Links
Our website may include links to third-party websites or services. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of those websites.
8. Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with the updated effective date. We encourage you to review this policy periodically to stay informed about how we protect your information.
9. Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact us at: