Privacy Policy

Our Commitment to Your Privacy

Good Deals Advisors, LLC ("Good Deals," "we," "our," or "the Firm") is committed to protecting the privacy and confidentiality of our clients' nonpublic personal information. This Privacy Policy is provided to you in accordance with Regulation S-P, promulgated under the Gramm-Leach-Bliley Act, and applicable state privacy laws.

Information We Collect

In the course of providing investment advisory services, we may collect the following categories of nonpublic personal information about you:

• Information you provide to us: including your name, address, date of birth, Social Security number, telephone number, email address, employment information, financial goals, risk tolerance, income, net worth, tax information, estate planning details, and other information necessary to provide investment advisory services.
• Information about your transactions: including account balances, positions, transaction history, payment history, and information about your transactions with the custodian (Altruist Financial LLC).
• Information we receive from third parties: including consumer reporting agencies, custodial platforms, prior financial advisers (with your authorization), and other sources.

How We Use Your Information

We use your nonpublic personal information solely for the purpose of providing investment advisory and related services to you, including:

• Developing and implementing your investment strategy
• Managing and monitoring your investment account(s)
• Preparing financial plans and analyses
• Processing transactions and maintaining account records
• Communicating with you about your account(s) and services
• Complying with legal and regulatory obligations

Information We Disclose

We do not sell your nonpublic personal information to any third party. We do not disclose your nonpublic personal information to nonaffiliated third parties except as permitted or required by law.

Service Providers

We may disclose information to companies that perform services on our behalf, including our custodian (Altruist Financial LLC), technology service providers, and accountants or attorneys engaged to assist in serving your account. These service providers are required to maintain the confidentiality of your information.

As Required by Law

We may disclose information as required by law, regulation, legal process, or in response to a request from a regulatory authority, law enforcement agency, or court order.

Information Security

We maintain physical, electronic, and procedural safeguards designed to protect your nonpublic personal information from unauthorized access, use, or disclosure.

• Electronic safeguards: Client records are maintained in password-protected, encrypted systems. Access is restricted to authorized personnel.
• Physical safeguards: Physical documents containing client information are stored in secure locations with restricted access.
• Procedural safeguards: Access to client information is limited to supervised persons who have a legitimate business need.

Your Rights Under State Law

Depending on your state of residence, you may have additional privacy rights, including the right to access, correct, or request deletion of your personal information. Texas residents have certain rights under the Texas Data Privacy and Security Act.