Privacy Policy

Last Revised 2/14/2017

1. Our Commitment to Privacy
Your privacy is very important to Johnson Financial Group and its affiliates: Johnson Bank, Cleary Gull Advisors Inc. and Johnson Insurance Services, LLC (“our”, “we”, and/or “us”). In providing financial planning services to our clients (“you”), we partner with eMoney Advisor LLC (“eMoney”), a third-party provider of financial planning software applications. Because eMoney collects certain types of information about the users of its online software applications (the “Applications”), we believe you should fully understand the conditions of its collection and use of such information. This privacy policy ("Privacy Policy") discloses what information eMoney collects, how it’s used, and how to correct or change it. By using the Applications, you consent to the collection and use of your personally identifiable information as described in this Privacy Policy.

This Privacy Policy addresses the following topics: 2. Security Precautions
eMoney employs various measures to secure your personally identifiable information and financial information. When you or your Johnson Financial Group Financial Advisor (“Financial Advisor”) send information via the Applications, communication is encrypted (for further details on such encryption, please contact your Financial Advisor). E-mails sent to us are not secure and we make no representation that any data contained in an e-mail sent to us will be secure. Thus, if your communication contains sensitive or confidential information or financial information, you should send it to us via regular mail.

3. Personal Information Collected
eMoney collects a very limited amount of personally identifiable information about you via your use of the Applications. At this time, only your email address, a response to a security question, as well as necessary account information and login credentials for use with the account aggregation function are collected. However, your Financial Advisor collects extensive information from you concerning you, your family and your finances. The data collected includes, but is not limited to, name, address, phone number and information required to calculate a net worth statement. This data is normally entered by the Financial Advisor into and stored in the Applications and used by your Financial Advisor to generate financial, retirement and estate plans.

4. Use and Disclosure of Your Personal Information
We collect nonpublic personal information about you from the following sources: We may disclose all of the information we collect, as described above, about you or our former customers to Johnson Financial Group affiliates that are insured depository institutions, insurers, and providers of investment, and trust services.

Except for information related to fiduciary trust relationships, we may disclose all of the information we collect, as described above, about you or our former customers to companies that perform marketing services on our behalf or to other financial institutions with whom we have joint marketing agreements.

We may also disclose all of the information we collect as described above, about you or our former customers to others outside of Johnson Financial Group, as permitted by law.

5. Changing Your Information
With respect to account aggregation information, just log into the Applications and make whatever changes and deletions you desire to the accounts you have established. All other information can only be changed or removed through your Financial Advisor. Please contact your Financial Advisor if you want to change or remove information concerning you that is stored in the Applications.

6. De-Identified and Aggregated Data
eMoney may, from time to time, collect de-identified data from users to prepare analyses, reports and other materials regarding (i) how users use the Applications, (ii) the types and volume of assets managed within the Applications, and (iii) other matters which may be useful to the financial advisor community. This data may be aggregated with other users’ data for such purposes. At no time will any of this data contain personally identifiable information or be used in any way to directly market goods or services to you.

7. Cookies
A cookie is a piece of data stored on a user's hard drive containing information about the user. The Applications uses session cookies containing encrypted or encoded information. Session cookies allow eMoney to process your online requests. Session cookies also help eMoney to validate who you are after you have logged into the Applications. Session cookies exist during an online session. Session cookies become invalid when you completely close your browser software for the session in which they were created.

8. Other Web Sites
The Applications may contain links to third party web sites and include embedded videos that are hosted by such third parties. We are not responsible for the privacy practices or the content of these other web sites. These third parties may use web measurement and customization technologies (such as cookies) in conjunction with the provision of this content or functionality. If you use a link to another web site or view an embedded video, you should consult the privacy notice for the site you visit. We have no control over the information that is submitted to, or collected by, other web sites and we are not responsible for the content of any linked site or any link contained in a linked site, or any changes or updates to such sites, or any embedded video. This privacy statement applies solely to information collected by us or otherwise stored in the Applications.

9. Revisions to This Privacy Policy
We may modify, amend, add or delete the terms of this Privacy Policy at any time. If we modify this Privacy Policy, we will notify you by postal mail, an email that provides a link to the modified Privacy Policy or some other method (such as by placing a conspicuous notice of the new Privacy Policy on the web site(s) or by presenting you with a web page containing an electronic copy of the Privacy Policy) that provides fair notice of the promulgation of the modified Privacy Policy. Your only remedy, if you do not accept the terms of this Privacy Policy, is to discontinue use of the Applications.

If you have any questions regarding this Privacy Policy or your dealings with us, please contact your Financial Advisor by phone or email or by mail to Johnson Financial Group, 555 Main Street, Suite 060, Racine, WI 53403.

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This tool is provided as an educational tool and is not intended to provide investment advice. The result of any calculation performed by this tool is hypothetical and does not assume the effect of fees, commissions, tax rates or changes in interest rates or the rate of inflation, and is not intended to predict or guarantee the actual results of an investment product or strategy. In selecting an anticipated investment return, you should consider factors affecting the potential return, such as investment objectives and risk tolerance. The information and data used in this tool were obtained from sources deemed to be reliable, but no warranty regarding the accuracy of any such information is made. Before making any financial planning decisions relating to your unique financial situation, you should obtain tax and legal advice from qualified professionals.