Efficiently Managing Your Financial Life

eobm — Privacy Policy

At eobm, the privacy of your personal information is a top priority. We appreciate the faith that you have placed in us to safeguard this information and you can rest assured that we are taking every precaution to ensure that this information is secure.

To adequately and efficiently provide our service to you, we regularly collect personal data either in managing the bills that we receive on your behalf or to properly act as your advisor. We however do not sell or share any of this personal information with any third-party companies.

INFORMATION WE COLLECT

When you visit our site, we gather information in order to provide our services to you, and additional information necessary to respond to your needs. We oftentimes will use "cookie" technology to collect site statistical information and improve your customer experience. Cookies set by eobm do not capture any personally identifiable information, such as your individual e-mail address.

We automatically collect some statistical data as you browse our website. For example, we automatically collect your "IP address" used to connect your computer to the Internet, browser type and version, operating system and platform, average time spent on our site, pages viewed, information searched for, access times, "clickstream data," and other relevant information about your online experience.

You may browse our Website anonymously by choosing not to provide us with any "personally identifiable information (PII)," such as your name or e-mail address, or choosing not to register during your visits to our sites. When you browse this way, we will not link your online activity with the accounts or profiles you may have with us.

USE OF YOUR PERSONAL INFORMATION

We do not sell or share customer information with third-party entities. You don't need to take any action for this benefit. We use your information to manage your account, complete transactions, respond to your requests, deliver the services in which you enroll or for which you apply, and notify you of promotions, updates, or special offers that we think may interest you. We also use your information to provide you with a more effective customer experience while on our website. In order to do this, we may process your information or combine it with other information that is publicly available.

We may use your e-mail address for the following types of e-mail messages:
-Occasional Offers and Updates to the Site
-Company Newsletters
-Other Information Specific Reminders

Please note that even if you opt-out of marketing e-mails, we will continue to send you e-mail
service notifications that are related to your account(s). These include e-mails that provide
account information, information regarding outstanding payments due on your account, to answer your questions about a product or service, facilitate or confirm a sale, or fulfill a legal or regulatory disclosure requirement.

CHILDREN'S PRIVACY

eobm.com is not intended for use by children. We do not knowingly solicit data online from, or market online to, children under the age of 18. If we obtain personally identifiable information in error on a child under the age of 18 is collected, unless related to another guardian client, we will delete that information from our systems.





My eobm Profile(s)

Our most valuable asset is our integrity. Without trust, regardless of how intelligent an advisor is, you will never have total comfort. At eobm, our number one priority is to help bring you total peace-of-mind. When you can sleep better at night knowing that you have someone you can trust on your team, we consider our efforts a success.
We are independent from your investment advisors and other financial professionals in your life; therefore, we are not influenced by any outside incentives when advising our clients. At eobm, you can rest assured that the monthly reporting and consulting advice you get from us is solely an evidence-based assessment of your true financial picture and what is financially best for you and your family.
We have experts in the fields of business consulting, income tax planning and preparation, investment monitoring, employee management, bookkeeping, charitable giving and estate planning. At eobm, we bring a comprehensive group of efficiency strategists to you to create a simple, organized financial framework that empowers you to make informed decisions about your money.
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