Cookie Policy for Financial Planning Services

Last updated: June 20, 2025: June 20, 2025

General Information Disclaimer

silverantomia.com Financial Planning Services uses cookies and similar technologies to provide you with an optimal experience when accessing our investment portfolio management and wealth management services.

This policy explains how we use cookies on our website, what types of information they collect, and how you can control your cookie preferences for our financial planning subscription service.

Investment and Financial Risk Disclaimer

Cookies are small text files stored on your device when you visit our website. They help us remember your preferences for asset allocation recommendations, retirement planning selections, and budget optimization settings.

These technologies enable us to provide personalized tax strategy advice, customize your risk assessment experience, and improve our dividend growth tracking and capital gains analysis tools.

Information Accuracy Disclaimer

We use cookies to enhance your experience with our market analysis, economic forecasting, and mutual funds research services:

Essential Service Cookies

Required for pension planning tools, insurance coverage calculators, and estate planning document access.

Session management, security authentication, debt consolidation form preferences

Performance Analytics Cookies

Help us understand how you interact with our savings goals tracking and inflation protection resources.

Page visit analytics, financial advisor consultation tracking, investment research usage patterns

Functionality Enhancement Cookies

Remember your preferences for portfolio diversification settings and wealth preservation strategies.

Dashboard customization, income generation preferences, financial security notification settings

Personalization Cookies

Provide customized retirement income recommendations and investment opportunities based on your profile.

Personalized financial independence plans, wealth accumulation goal tracking, targeted financial consulting suggestions

Limitation of Liability

We work with trusted partners to enhance our investment guidance and financial education services:

  • • Analytics providers for money management tool optimization
  • • Security services for investment strategy data protection
  • • Payment processors for financial goals subscription management

These partners may use cookies to provide wealth creation analytics and financial solutions integration services.

Results and Performance Disclaimer

You have control over cookie usage for our investment advice and financial services platform:

Browser Cookie Controls

Most browsers allow you to manage cookies through their settings. You can block or delete cookies while still accessing our portfolio optimization resources.

  • • Chrome: Settings > Privacy and Security > Cookies
  • • Firefox: Options > Privacy & Security > Cookies
  • • Safari: Preferences > Privacy > Cookies
  • • Edge: Settings > Cookies and Site Permissions

Service-Specific Opt-Out

You can opt out of non-essential cookies while maintaining access to core financial planning features and investment portfolio tools.

Disabling cookies may limit functionality of our personalized wealth management and retirement planning services.

External Links and Third-Party Content

Cookie Name Purpose Type Duration
silverantomia_session Maintains secure access to financial planning dashboard Essential Session
portfolio_prefs Stores investment portfolio and asset allocation preferences Functional 12 months
analytics_tracking Tracks usage of financial tools and planning resources Analytics 24 months
marketing_prefs Personalizes financial education content and recommendations Marketing 12 months

Professional Advice Disclaimer

This cookie policy was last updated on June 28, 2025. We may update this policy to reflect changes in our financial planning services or regulatory requirements.

Significant changes will be communicated through email notifications to active subscribers and prominent website notices.

Testimonials and User Experience Disclaimer

For questions about our cookie policy or data practices related to our financial planning services, contact us at info@silverantomia.com or +27 80 678 9012.

silverantomia.com Financial Planning Services

info@silverantomia.com

+27 80 678 9012

Our support team can assist with cookie preferences and privacy settings for your financial planning account.