Legal

Privacy Policy

Last revised: October 2026

Sloan Financial Solutions ("we," "us," or "our") respects your privacy. This policy explains what information we collect through this website, how we use it, and the choices you have. It applies to this website only and not to the separate privacy notices you receive as a client of our advisory or tax services.

Information we collect

When you contact us by phone or email, we receive the information you choose to share, such as your name, phone number, email address, and the details of your request. Our hosting provider may automatically log technical information such as your IP address, browser type, and the pages you visit in order to keep the site secure and reliable.

How we use information

• To respond to your inquiry and schedule a consultation.
• To operate, secure, and improve this website.
• To comply with legal, regulatory, and record-keeping obligations.

Sharing

We do not sell your personal information. We may share information with service providers who help us operate this website, with regulators when required by law, and with our broker-dealer or registered investment adviser as part of our compliance obligations.

Cookies and analytics

This website does not currently use advertising cookies. If analytics or tracking tools are added in the future, this policy will be updated to describe them and your options.

Links to other sites

This site links to third-party websites, including FINRA BrokerCheck. We are not responsible for the privacy practices of those sites.

Your choices

You may contact us at any time to ask what information we hold about you, to request a correction, or to ask that we delete information that we are not required to keep.

Contact

Sloan Financial Solutions
Burnsville, MN
(952) 432-8000
david@sloanfs.com