Privacy Policy | Madison Partners INC

1) Contact Information

Madison Partners INC • (608) 210-1021 • [email protected]

2) Information We Collect

Category	Examples	Source(s)
Identifiers	Name, email, phone, IP address, cookie IDs	You; your device/browser
Customer Records	Contact details, account preferences	You
Financial Info (if provided)	Income range, assets/liabilities (for advisory onboarding)	You; authorized third parties (with consent)
Protected Class Info (optional)	Only if you choose to provide; we do not require this	You
Internet/Usage Data	Pages viewed, referring URLs, device type, browser type	Your device/browser
Geolocation (approx.)	Approximate location from IP address	Your device/browser
Professional Info	Employer, title (if provided for planning)	You
Inferences	Preference profiles derived from interactions	We derive from other data

3) How We Use Information

Provide and improve the Site and our advisory services.
Respond to inquiries and provide client support.
Perform onboarding, planning, compliance, and account maintenance (if you become a client).
Analyze Site performance and prevent fraud, abuse, or security incidents.
Send administrative messages and, where permitted, marketing communications (you may opt out).

4) How We Share Information

Service Providers: hosting, analytics, communication tools, CRM.
Compliance & Legal: regulators, auditors, or law enforcement as required.
Business Transfers: in mergers, acquisitions, or asset sales.
We do not sell your personal information for money. We also do not “share” personal information for cross-context behavioral advertising as defined by certain U.S. state privacy laws.

5) Cookies & Analytics

We and our providers may use cookies and similar technologies to operate the Site, remember preferences, and understand usage. You can control cookies via your browser settings. Some features may not work without certain cookies.

6) Data Retention

We retain personal information for as long as necessary to fulfill the purposes outlined in this Policy, comply with legal, regulatory, or compliance obligations (including books and records requirements), resolve disputes, and enforce agreements.

7) Security

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information. No method of transmission or storage is completely secure.

8) Your Choices

Marketing Emails: Opt out via the unsubscribe link or by contacting us.
Cookies: Use browser tools to manage cookies.
Accuracy: Request updates or corrections to your information.

9) Your Privacy Rights

Depending on your state or country, you may have rights to access, correct, delete, or obtain a copy of your information, or to limit/opt out of certain processing. To exercise rights, contact [email protected].

10) California & U.S. State Privacy Notices

If you are a resident of California (or a state with similar laws), you may have additional rights under the CCPA/CPRA and other state laws, including:

Right to know the categories and specific pieces of personal information we collected, the sources, purposes, and categories of third parties to whom we disclosed it.
Right to delete personal information (subject to legal exceptions, including financial recordkeeping obligations).
Right to correct inaccurate personal information.
Right to limit use/disclosure of sensitive personal information (if applicable).
Right to non-discrimination for exercising your rights.

Submit requests at [email protected] or call (608) 210-1021. We will verify your request consistent with applicable law. You may use an authorized agent with appropriate documentation.

11) GLBA/Financial Privacy

If and when we provide financial advisory services, certain personal information may be subject to the Gramm-Leach-Bliley Act (GLBA). We will provide any required GLBA privacy notices to clients and prospective clients as applicable.

12) International Users

The Site is controlled from the United States and intended for U.S. residents. If you access the Site from outside the U.S., you consent to the transfer and processing of your information in the U.S., which may have different data-protection laws than your jurisdiction.

13) Children’s Privacy

We do not knowingly collect personal information from children under 13. If you believe a child has provided information, contact us so we can delete it.

14) Changes to this Policy

We may update this Policy from time to time. The “Effective date” above indicates the latest version. Material changes will be posted on this page.

15) Contact Us

Questions or privacy requests: [email protected] • (608) 210-1021

Back to Website