Retirement Income Planning
Coordinating Social Security, pensions, investments, and other assets into a strategy designed to support ongoing cash flow, with attention to risks like market volatility and longevity.
Income planning →Effective Date: November 11, 2026
Maisch Financial Group, LLC and its affiliate Maisch Financial Partners, LLC (together, "Maisch Financial," "we," "us," or "our") respect your privacy. This Privacy Policy explains how we collect, use, share, and protect information when you visit maischfinancial.com (the "Site"), contact us through it, or register for one of our events. By using the Site, you agree to the practices described here.
This Privacy Policy applies to information gathered through the Site and related online communications. If you become a client, the nonpublic personal information you provide in connection with our advisory or insurance services is also governed by our Privacy Notice, which we deliver to clients as required by federal securities regulations. Where the two documents differ, the Privacy Notice controls for client information. A copy of the Privacy Notice is available at any time on request.
Information you give us. When you call us, email us, complete a contact or scheduling request, or register for a workshop, we may collect your name, email address, telephone number, mailing address, the event you are attending, and anything you choose to include in your message.
Information collected automatically. When you visit the Site, our hosting and analytics providers may automatically record technical information such as your IP address, browser type, device type, operating system, referring website, the pages you view, and the date and time of your visit. This information is gathered through cookies, server logs, and similar technologies.
Please do not send sensitive information through the Site. Do not submit Social Security numbers, account numbers, passwords, or other sensitive financial information through website forms, social media, or unencrypted email. If we need this information to serve you, we will arrange a secure way to receive it.
We use the information we collect to respond to your questions and requests, schedule conversations and appointments, register you for events and send related reminders, send educational content you have asked to receive, operate, maintain, and improve the Site, protect the security and integrity of the Site, and meet our legal, regulatory, and recordkeeping obligations.
We do not sell your personal information, and we do not share it with nonaffiliated third parties for their own marketing purposes. We share information only in the following circumstances:
The Site uses cookies and similar technologies to keep it working properly and to understand how visitors use it. You can set your browser to refuse or delete cookies; some parts of the Site may not function as intended if you do. The Site does not currently respond to browser "Do Not Track" signals.
The Site contains links to websites and services we do not control, including our client portal provider, social media platforms such as Facebook and LinkedIn, and government resources. Their collection and use of information is governed by their own privacy policies, and we are not responsible for their content or practices. We encourage you to review those policies before providing any information.
Securities regulations require us to retain certain business communications. Emails, messages, and other communications you send to us, including through the Site or our social media pages, may be retained, reviewed, and produced to regulators as part of our books and records. By using the Site or providing information to us, you agree that we may communicate with you electronically about security, privacy, and administrative matters related to your use of the Site.
We maintain administrative, technical, and physical safeguards designed to protect the information under our control. Although we make good faith efforts to maintain the security of that information, no method of transmission over the internet or of electronic storage is completely secure. We cannot guarantee that information will remain free from unauthorized access, use, disclosure, or alteration, and we assume no liability to you or any other party for unauthorized access to information you provide through the Site.
If we become aware of a security breach affecting your information, we will notify you as required by applicable law and may do so electronically so that you can take appropriate protective steps. If you believe there has been a breach of the Site's security, please contact us at 856.203.6911.
We keep information for as long as needed for the purposes described in this Policy and for as long as required by applicable law, including the recordkeeping rules that apply to investment advisers and insurance agencies.
You may unsubscribe from our educational or marketing emails at any time by using the link in any such email or by contacting us. Transactional, regulatory, and service messages may continue if you are a client. You may also ask us to update or correct the contact information we hold about you, or ask what information we have collected through the Site, by contacting us using the details below. We will respond as required by applicable law.
The Site is intended for adults and is not directed to children. We do not knowingly collect personal information from anyone under the age of 18. If you believe a child has provided information to us through the Site, please contact us and we will delete it.
Using the Site, submitting a form, or sending us a message does not create an advisory or client relationship. Nothing on the Site is an offer to buy or sell any security or insurance product. An advisory relationship begins only after you sign a written agreement with Maisch Financial Partners, LLC and receive its Form ADV disclosure brochure.
We may update or amend this Privacy Policy at any time. Updates are effective when posted, and the effective date above will change to reflect them. We encourage you to review this Policy periodically. Your continued use of the Site after an update constitutes your acceptance of the revised Policy.
If you have questions about this Privacy Policy or would like a copy of our client Privacy Notice, please contact us:
Maisch Financial Group
100 Century Parkway, Suite 120
Mount Laurel, NJ 08054
Phone: 856.203.6911
Email: info@maischfinancial.com