Privacy Policy


At Fiduciary SafeHarbor we understand the need to address Internet privacy issues and believe you should be aware of how we intend to treat any information about you that we might receive as a result of your visit to this website.

Information about Visitors

You may browse various pages on the site without telling us who you are or revealing any information about yourself. However, our web servers may automatically log information that your browser sends us. For example, we may receive and collect: the name of the domain and host from which you access the Internet, the Internet Protocol (IP) address of the computer you are using, the date and time you access the this website. We use this information to monitor usage of this website and as necessary for our business.


There is a technology called "cookies" which is an element of data that a Web site can send to your browser which may then be stored on your computer's hard drive to collect information about your activities on that Web site. We may use cookies to recognize you as you use or return to the site. Your Cookies help us to remember information you gave us so that you do not have to re-enter it and monitor the total number of visitors and pages viewed. Browsers are typically set to create cookies automatically. You can choose to have your browser notify you when cookies are being written to your computer or accessed, or you can disable cookies entirely. If you disable cookies, however, you will not be able to place items in a Website shopping bag, and therefore you will not be able to place an order with us online. Also, by not using cookies, some Website features and services may not function properly.

Business Information Entered on the Site

Those that use this site to create documents enter various data about themselves, clients, retirement plans, retirement plan service providers and contractual arrangements between a retirement plan and its service providers. Data you enter is saved by the site so that when you return the amount of data you must enter is reduced. Your data is aggregated with data from others to create benchmarks for statistical comparison purposes. We are the sole owner of the information collected on this site. We do not sell, share, or rent this information to others in ways different from what is disclosed in this statement.

Third party web analytics services

We work with third party service providers, to help us better understand how you use the site.

Personal Information Entered on the Site

There are circumstances in which you may need to provide us with your personal information. The most common of these circumstances include: purchases and emails

Contact information (like name, address, email and phone number) is requested from a user as part of a sales order. We retain this information. Financial information (like credit card number, expiration date, cv2) is used for billing purposes and to fill user's order. Financial information is collected and processed by a third party merchant transaction processing services. We do not receive or collect this information.

Email /Other Information

Visitors to this site may send us an email and this information is retained. We may also ask you to voluntarily provide us with information for market research such as, your interests, demographics, and experience with our services.


This website contains links to other sites. We are not responsible for the privacy practices of such other sites. We encourage our users to read the privacy statements of every web site that collects personally identifiable information. This privacy statement applies solely to information collected by this website.

Notification of Changes

If we decide to change our privacy policy, we will post those changes here so our users are always aware of what information we collect, how we use it, and under circumstances, if any, we disclose it.