Privacy Policy

At Middleton Wealth Management & Five Star Financial, we are committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website www.karimiddleton.com and any affiliated websites, mobile applications, and services (collectively, the "Service").

Information Collection

We may collect personal information that you provide directly to us when you use our Service, such as your name, email address, phone number, and any other information you choose to provide.

Use of Information

We may use the information we collect to:

• Provide, operate, and maintain our Service;
• Improve, personalize, and expand our Service;
• Communicate with you, including responding to your inquiries, requests, and comments;
• Send you newsletters, marketing communications, and other information relating to our products and services that we believe may be of interest to you;
• Comply with legal obligations and enforce our policies.

Sharing of Information

We may share your information with third parties only in the following circumstances:

• With your consent;
• To comply with legal obligations;
• To protect and defend our rights and property.

Security of Information

We use reasonable measures to safeguard the information we collect. However, please be aware that no method of transmission over the internet or method of electronic storage is 100% secure.

Your Choices

You have the right to access, update, or delete your personal information. You may also opt-out of receiving marketing communications from us at any time.

California Privacy Rights

Under California law, California residents have specific rights regarding their personal information. If you are a California resident, you have the right to:

• Request disclosure of the categories and specific pieces of personal information we have collected about you;
• Request deletion of your personal information;
• Opt-out of the sale of your personal information, if applicable.

To exercise any of these rights, please contact us using the contact information provided below.

Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page.

Contact Us

If you have any questions about this Privacy Policy, including your rights under California law, please contact us at:

Middleton Wealth Management & Five Star Financial
Contact Person: Kari Middleton, PPC
Phone: 760.409.2864
Email: kari.middleton@lpl.com