OUR COMMITMENT TO YOUR PRIVACY
Alexon Financial, LLC (“Alexon Financial,” “we,” “us,” or “our”) is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, share, and protect your information when you visit our website at https://www.alexonfinancial.com (the “Website”) or engage our professional services.
By using our Website or engaging our services, you agree to the practices described in this Privacy Policy. If you do not agree, you must not use our Website or services.
INFORMATION WE COLLECT
Information You Provide
When you contact us, use our client portal, or engage our services, we collect:
Contact Information: Name, address, phone number
Financial Information: Income, expenses, assets, liabilities, account information, investment details, tax identification numbers (SSN, EIN), payment information
Tax and Accounting Records: Tax returns, Forms W-2, 1099, financial statements, payroll records, sales tax information
Personal Information: Date of birth, marital status, dependents, beneficiaries, estate documents, insurance policies, employment information, retirement accounts
Business Information: Employer, occupation, business ownership interests
INFORMATION COLLECTED AUTOMATICALLY
When you visit our Website, we automatically collect IP address, browser type, device information, pages visited, referring URLs, and usage data through cookies and similar technologies.
Cookies: We use essential cookies for Website functionality and analytics cookies to understand usage patterns. You can control cookie preferences through your browser settings, though disabling cookies may limit Website functionality, including client portal access.
INFORMATION FROM THIRD PARTIES
With your authorization, we may receive information from financial institutions, government agencies (including tax authorities), your other professional advisors, and public records.
HOW WE USE YOUR INFORMATION
We use your information solely for legitimate business purposes:
Professional Services:
Business Operations:
HOW WE SHARE YOUR INFORMATION
We do not sell, rent, or trade your personal information. We share information only in the following circumstances: With Your Consent: When you expressly authorize us to communicate with your attorneys, financial advisors, or other professionals.
Service Providers: We engage third-party providers for payment processing, cloud storage, client relationship management, scheduling, tax software, client portal services, and IT services. These providers are contractually prohibited from using your information except to perform services on our behalf. You may be required to accept the third-party provider’s terms to use certain services (such as our client portal).
Legal Obligations: We disclose information when required or permitted by law, including tax reporting, compliance with government agency requests, response to subpoenas or court orders, cooperation with law enforcement or regulatory investigations, protection of our legal rights and safety, prevention or investigation of fraud or illegal activity, and enforcement of our agreements.
Business Transfers: In a merger, acquisition, bankruptcy, or sale of assets, your information may transfer to the successor entity, subject to substantially similar privacy protections or as otherwise required by law.
Professional Advisors: We may share information with our attorneys, accountants, auditors, and professional liability insurers for professional advice, practice management, and risk management purposes.
DATA SECURITY AND CLIENT RESPONSIBILITIES
We maintain administrative, technical, and physical safeguards designed to protect your information, including encryption of data in transit and at rest, SSL technology, firewall protection, multi-factor authentication, role-based access controls, employee training, and secure document disposal.
Security Limitations: No method of electronic transmission or storage is completely secure. We cannot guarantee absolute security against unauthorized access, hardware or software failure, or other factors beyond our reasonable control. You acknowledge and accept these inherent limitations when transmitting information electronically.
Email Security: Email is not a secure method of communication. Emails may be intercepted, accessed by unauthorized parties, or misdirected. Exercise caution when sending information via email, particularly before establishing a formal engagement with secure communication protocols.
Your Responsibilities: You are solely responsible for maintaining your own records and documents. We are not your records repository or custodian. You must retain all original documents, supporting records, and copies of information you provide to us. Our retention of your records does not relieve you of your independent obligation to maintain adequate records under applicable law.
Breach Notification: If we experience a data breach affecting your information, we will notify you as required by applicable law and take reasonable steps to mitigate harm.
DATA RETENTION
We retain information as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, comply with legal and professional obligations, resolve disputes, and enforce our agreements.
Retention Periods: Tax and accounting records: Minimum seven (7) years from the later of the service date or applicable tax year, as required by IRS regulations, professional standards, and state law Other client records: As required by professional standards, applicable statutes of limitations, and regulatory requirements
Business records: In accordance with our internal document retention policy and legal requirements We are not obligated to retain information beyond periods required by law or professional standards. When retention is no longer required, we securely destroy or anonymize information.
YOUR PRIVACY RIGHTS
Federal Law Rights
Under the Gramm-Leach-Bliley Act, you have the right to receive notice of our privacy practices and to have your information protected with appropriate safeguards. We do not share your information with nonaffiliated third parties for their marketing purposes.
State Privacy Rights
California Residents: Under California privacy laws, California residents have the right to know what personal information we collect and how we use and share it, request deletion of personal information (subject to exceptions for legal compliance, fraud prevention, security, and completing transactions you requested), correct inaccurate personal information, and not be discriminated against for exercising privacy rights. We do not “sell” personal information or “share” it for cross-context behavioral advertising.
Other State Residents: Residents of Virginia, Colorado, Connecticut, Utah, Montana, and other states with comprehensive privacy laws may have similar rights under their state laws.
International Individuals
If you are located outside the United States, your information will be transferred to, processed, and stored in the United States, where data protection laws differ from those in your country. By using our services or Website, you consent to this transfer and acknowledge that U.S. law will govern our processing of your information.
EXERCISING YOUR RIGHTS
To exercise privacy rights, submit a verifiable request to:
Alexon Financial, LLC
2300 Lehigh Ave
Suite 245
Glenview, IL 60026
Phone: (773) 798-0153
We will respond within timeframes required by applicable law (typically 30 to 45 days). To protect your information, we may require verification of your identity before processing requests. We reserve the right to deny requests that are excessive, repetitive, technically infeasible, would require disproportionate effort, jeopardize the privacy of others, or are not required by law.
You may designate an authorized agent to submit requests on your behalf by providing written authorization.
MINORS AND CHILDREN
Our Website and services are not intended for, directed to, or designed to attract individuals under age 18. We do not knowingly collect information from minors. Our services are available only to individuals age 18 and older who can form legally binding contracts under applicable law. If we learn we have collected information from a minor without proper authorization, we will delete it promptly. Parents or guardians who believe a minor has provided information to us should contact us immediately.
THIRD-PARTY WEBSITES
Our Website may contain links to third-party websites for your convenience. We do not control and are not responsible for the privacy practices, content, or security of third-party websites. Linking does not constitute endorsement. Your use of third-party websites is governed by their respective terms and privacy policies. We encourage you to review those policies before providing any information.
ELECTRONIC COMMUNICATIONS AND RECORDS
By using our services, you consent to receiving communications from us electronically, including via email, client portal, or Website postings. You agree that electronic communications and records satisfy any legal requirement that communications be in writing. You also consent to the use of electronic records and signatures for transactions and communications with us, which have the same legal effect as paper records and manual signatures under applicable state and federal law.
CHANGES TO THIS PRIVACY POLICY
We reserve the right to modify this Privacy Policy at any time. If we make material changes affecting how we collect, use, or share your information, we will provide notice to active clients by email, client portal notification, or prominent Website notice at least 30 days before the changes take effect.
Changes will not apply retroactively to information collected under a prior version of this Privacy Policy without your consent, except as required by law. Your continued use of our Website or services after notice of changes constitutes acceptance of the modified Privacy Policy.
For questions about this Privacy Policy, contact us using the information below.
PROFESSIONAL STANDARDS AND CONFIDENTIALITY
As a CPA firm licensed in Illinois, we are subject to professional confidentiality and ethical obligations under the standards established by the American Institute of Certified Public Accountants, Illinois Department of Financial and Professional Regulation, IRS practice standards, and other applicable professional requirements. These professional obligations generally prohibit us from disclosing confidential client information except with your consent, as required by law, or as permitted under professional standards.
CONTACT INFORMATION
For questions or concerns about this Privacy Policy or our privacy practices:
Alexon Financial, LLC
2300 Lehigh Ave
Suite 245
Glenview, IL 60026
Phone: (773) 798-0153
Website: https://www.alexonfinancial.com
