Privacy Policy

We are committed to protecting your privacy

Investment advisors, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information.

Investment advisors have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

Types of nonpublic personal information we collect

In order to better serve your needs as a valued client, we require some nonpublic personal information about you. We collect information about you that is either provided to us by you or obtained by us with your authorization. This information may include, among other things, your name, postal address, email address, telephone number, date of birth, assets, and other financial information.

We also use a financial planning software system that inputs certain client data and information, such as account balances, which we use in order to provide recommendations to the relevant client.

We do not release any personally identifiable information to any third parties, except under limited circumstances as indicated herein.

How we use the information we collect

We will use your email address to communicate with you regarding your account with us. In addition, we may occasionally send you email messages containing updates about our products and services or upcoming events and a monthly newsletter. If you do not wish to receive such mailings, you may opt out by changing your Email Settings in iQueste.

Parties to whom we disclose information

We do not disclose or sell any nonpublic personal information obtained in the course of our practice for commercial gains, except in those circumstances mentioned below, regarding both current and former clients, and as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need to know that information to assist us in providing services to you or preventing fraud. In all such situations, we only release information that is required to complete the task and firmly stress the confidential nature of information being shared.

Protecting the confidentiality and security of current and former clients' information

If a governmental agency or an attorney subpoenas your private information or makes a formal request for discovery pursuant to any legal action or pending legal action, we may have to release such information to the requesting party.

If our own attorney requests personally identifiable information relevant to a current or pending legal matter in which you are a potential or actual party or otherwise contributed in some way to the causation of the legal matter, we may have to release such information to our legal counsel for his review and potential usage regarding a legal action. In such cases, our attorney may use your private information for purposes of preparing for or defending against a legal action or a threatened legal action that you are in some way involved with. This would include any litigation with any third party or entity and any legal action where we are a party and you are at least one of the parties.

We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs and, in some cases, to comply with professional guidelines. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards. These standards are evaluated and updated regularly to ensure that they are current and effective.


Links on our website

We have links to other websites that may have a different privacy policy. It is recommended that you read through the respective statements of the websites you visit. With respect to advertising on our website, we will never subject you to advertising through any third-party advertisements on our website. This protects you from advertisers who might embed malware or other scripts that may collect personally identifiable information or data.


Please note that we employ the use of cookies. Currently, we employ cookies when users create user accounts. We may further employ cookies to assist the functionality of other tools, services, and functions in the future. Cookies are required for logging into your iQueste account.

Cookies are small text files that are stored on your computer and that contain nonsensitive information about your browsing session. We use cookies to store your preferences for our website and otherwise enhance our features. A website can only store and access its own cookies. Cookies are not able to modify or access your personal files.

The information gathered is not shared with third parties.

In order to seek out and repair functionality issues with our servers and related programming, we may use your IP address for evaluation and diagnostic purposes. Cookies may provide Recording Session information, show us visitor preferences regarding return visits to our website, help us manage subscription or private areas on our website, record user-specific tracking or aggregate tracking information of visitors, and deliver user-customized content based on user-specific information, such as browser type, screen type, resolution, and so forth. None of the information gathered is shared with third parties. We maintain aggregated records of what web pages our visitors and members go to on our website.

Other possible uses for the information that we collect include internal tracking and review or contacting purposes. The collected information is then archived by us for future usage. We also use the information we collect to provide custom content for our user base.


General information

You can access our website homepage without disclosing your personal data. We do not collect information about our visitors from third-party sources, such as public records or entities or private organizations.

We do not knowingly collect personal data or information from minors.

We have implemented security policies, rules, and technical measures to protect the personal data that we have under our control. These policies, rules, and technical measures help protect your data from unauthorized access, improper use or disclosure, unauthorized modification, and unlawful destruction or accidental loss. However, please note that no policy, rule, or technical measure can offer 100% protection against unauthorized access, improper use or disclosure, unauthorized modification, unlawful destruction or accidental loss.

All of our employees and data processors who have access to and are associated with the processing of personal data are obliged to respect the confidentiality of our visitors' and members' personal data. Our database may contain confidential information regarding you or your personal communications to third parties. While we endeavor to maintain reasonable, industry-standard security regarding such information/content, no security system can be 100% fool proof.

Further data collection

We may collect aggregate (general tracking) information about pages that users visit on our site. We also may collect user-specific information about pages that users visit on our site. Any information that you give us when you complete a contact form, inquiry form, survey, and so forth is collected by us.

Should you engage in a business transaction with us, such as purchasing a tool, product or service, we will collect the necessary information and use it in a responsible fashion to complete that transaction.

Please call us if you should have any questions, comments, or concerns about this privacy policy.

We will update you before our policy changes

If our privacy and information practices change at some time in the future, we will contact you to notify you of the policy changes and to provide you with the ability to opt out of the new uses before we use your data for these new purposes.

Please call us if you have any concerns or questions. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.

Information collected regarding website usage is used to continuously improve the content of our website for your benefit.



Your needs and goals change over time. That's why it’s important to review your financial plan with your financial advisor on an ongoing basis.

The presence of this website on the Internet shall in no direct or indirect way raise an inference that GoalQueste is soliciting investment advisory clients in any state other than a state in which Goal Queste, LLC is registered. In other words, Goal Queste, LLC only transacts business in states where it is either properly registered or excluded or exempted from registration requirements. The financial advice that you receive from Goal Queste, LLC does not include formal tax or legal advice unless entered into under a separate contract. Consult with your credentialed tax advisor or attorney regarding those issues.

Not FDIC Insured. No Bank, State, or Federal Guarantee. Goal Queste, LLC cannot guarantee any specific future financial results or provide any warranty against financial loss.

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