Effective October 15, 2026. This policy describes how MSA Financial, LLC (“MSA,” “we,” or “us”) handles information collected through PreserveYourEstate.com.
PreserveYourEstate.com is an educational website of MSA Financial, LLC, an SEC-registered investment adviser (CRD #107768). Firm-wide privacy practices for advisory clients are also described in MSA's firm disclosures and in Form ADV. This page covers this website.
If you request a complimentary review or a guide, the form may collect your first and last name, email address, phone number, approximate investable assets, retirement timeline, planning concern, preferred contact time, and any notes you choose to provide.
We may also receive limited technical information that your browser or device sends in the ordinary course of visiting a website, such as IP address, browser type, and pages viewed. We do not use this website to collect Social Security numbers, account numbers, or other highly sensitive financial account data.
We use information submitted through this site to:
We do not sell your information, and we do not share it with unaffiliated third parties for their independent marketing.
We may share information with service providers who help us operate the website or process inquiries (for example, email or form-processing vendors), with your existing professionals if you ask us to coordinate with them, and with regulators or other parties when required by law. Those service providers are expected to use the information only to perform services for us.
This website uses cookies to remember your privacy choice and location-based default. Depending on your location, analytics starts after you allow it or remains enabled unless you opt out. We use WealthReach and its service providers, along with Google Analytics, to understand website visits. These services use cookies and similar technologies to collect pages visited, referral sources, device and browser information, and website interactions. Where identification is available, browsing activity may be associated with a visitor or an inquiry to help us understand which sources and pages lead people to contact us.
You can accept or reject analytics using the cookie banner, and change your choice at any time using Cookie Settings in the footer. We honor Global Privacy Control as an opt-out signal unless you explicitly choose to allow analytics. Rejecting analytics does not prevent you from using the website or submitting an inquiry. We do not use third-party advertising cookies for targeted ads. You can also refuse or delete cookies in your browser settings.
This site links to unaffiliated websites, including the SEC's Investment Adviser Public Disclosure site and MSA's firm site at msaplan.com. Those sites have their own privacy practices. We are not responsible for them.
MSA Financial, LLC
25 Braintree Hill Park, Suite 303
Braintree, MA 02184
(781) 843-3500
If you have questions about this policy, or about information you submitted through this site, contact us at the number above.
We may update this policy from time to time. The effective date at the top of this page will change when we do. Continued use of the site after an update means you accept the revised policy.