PRIVACY POLICY 

We realize your privacy is VERY important. As I serve your financial needs, I am committed to 

safeguarding your nonpublic personal information. The Privacy Policy contained here will describe 

my practice for collecting and protecting your nonpublic personal information. This Policy is applicable 

to me, J. Michael Hall, Centaurus Financial, Inc. and ALL affiliates we might have dealings with 

in the process of handling & processing your investments and other personal data. 

The information we collect.

I/We obtain nonpublic personal information about you such as your name, address and social 

security number from information we receive on applications and other forms you provide to us, 

as well as from your shared dealings with Centaurus Financial, Inc., other professional services 

such as attorney’s, accountants and other business and financial personnel. I/We also receive 

information about your transactions, such as the purchase and redemption of fund shares, balances 

and transactions from a variety of sources. As your Financial Advisor and Coach I often obtain 

VERY private information about you, your investments, your health and many other VERY personal 

things about you, your family and your life in order to provide complete service to you and your 

family needs.

Sharing of Nonpublic Personal information with affiliates.

I/We consider your Nonpublic information to be private and confidential. I/We may share SOME 

but not necessarily ALL of this information with our affiliates so that we may process and service 

your transactions and financial needs- but no more than needed to complete the desired transactions 

and process your specific applications. 

Sharing of Nonpublic Personal information with Third Parties.

I/We will NOT share, distribute or sell nonpublic personal information about you or any former 

customer to any party except as required by law or permitted by laws enacted to protect your 

privacy. I do NOT provide ANY information about you, your name, address, phone or e-mail 

addresses with anyone, for any reason, without your specific written approval ahead of time.

Security Practices.

I/We protect your nonpublic personal information by maintaining physical, electronic and procedural

safeguards. Any personal accounts information provided for you by affiliate companies we might

use offer a high level of Internet Security by providing 128-bit data encryption, Secure Socket Layer

(SSL) protocol, user names, passwords, and other precautions. I/We make sure ahead of time that

all the companies I use or recommend have implemented safeguards to ensure that access to your

private account information is limited to YOU and employees who need it to service your accounts.

These employees are aware of their responsibility to respect the confidentiality of your information

and are committed to that confidentiality. Please be assured that I/We will abide by our Privacy

Policy to protect your nonpublic personal information in every way possible.

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Got a Question?

 How can we work together?

What is a Financial Coach / Advisor?

J. Michael Hall

Retirement Investments & Wealth Management 

Phone (602) 679-1270

Toll Free 1-800-577-8057
FAX (480) 641-9365

e-Mail jmhall@cfiemail.com

Who is J. Michael Hall?

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