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Financial Strategies for the Next Phase of Life

Financial Strategies for the Next Phase of LifeFinancial Strategies for the Next Phase of LifeFinancial Strategies for the Next Phase of Life

Protect What You've Built!

Financial Strategies for the Next Phase of Life

Financial Strategies for the Next Phase of LifeFinancial Strategies for the Next Phase of LifeFinancial Strategies for the Next Phase of Life

Upcoming Events

Asset-Based Long Term Care Planning

6pm

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8pm

Charles Mack Citizen Center, Mooresville

Event Details

Asset-Based Long Term Care Planning

Seventy percent of us who reach the age of 65 will need long-term care in some form during our lifetime. How much does long-term care cost? ...

Event Details

6pm

-

8pm

Charles Mack Citizen Center, Mooresville

Asset-Based Long Term Care Planning

6pm

-

8pm

Charles Mack Citizen Center, Mooresville

Event Details

Asset-Based Long Term Care Planning

Seventy percent of us who reach the age of 65 will need long-term care in some form during our lifetime. How much does long-term care cost? ...

Event Details

6pm

-

8pm

Charles Mack Citizen Center, Mooresville

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    Part 3 Financial

    121 N Main St suite 203, Mooresville, NC 28115, USA

    704-272-3125

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    Privacy Policy

    Privacy Policy

    Effective Date: May 5, 2026

    This Privacy Policy describes how Part 3 Financial/The Tom Colone Agency (“we,” “us,” or “our”) collects, uses, and shares personal information when you visit or use our website www.Part3Financial.com


    1. Information We Collect

    We may collect the following types of personal information:

    • Information you provide directly: your name, email address, phone number, or any other information you submit through forms on our website.
    • Automatically collected information: such as your IP address, browser type, device information, pages visited, and usage data collected through cookies or similar technologies.
    • Communication data: including messages or inquiries you send to us.


    2. How We Use Personal Information

    We use the personal information we collect for purposes including:

    • To provide, operate, and maintain our website
    • To respond to your inquiries and communicate with you
    • To improve our website, services, and user experience
    • To send updates, marketing communications, or notifications (where permitted by law)
    • To comply with legal obligations


    3. Sharing of Personal Information

    We may share your personal information with:

    • Service providers who help us operate our website and business (such as hosting providers, analytics services, or customer support tools)
    • Legal authorities if required to comply with applicable laws, regulations, or legal processes
    • Business transfers in connection with a merger, sale, or acquisition of all or part of our business

    SMS consent is not shared with third parties or affiliates.

    We do not sell your personal information to third parties.


    4. Cookies and Tracking Technologies

    We may use cookies and similar tracking technologies to enhance your experience, analyze website usage, and improve our services. You can control cookie preferences through your browser settings.


    5. Data Security

    We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission over the Internet is completely secure.


    6. Your Rights and Choices

    Depending on your location, you may have rights regarding your personal information, including:

    • Accessing or correcting your data
    • Requesting deletion of your data
    • Opting out of marketing communications

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


    7. Third-Party Links

    Our website may contain links to third-party websites. We are not responsible for the privacy practices of those websites.


    8. Changes to This Privacy Policy

    We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.


    9. Contact Us

    If you have any questions about this Privacy Policy, please contact us at:

    Part 3 Financial/The Tom Colone Agency
    TomC@ColoneAgency.com
    704-272-3125


    SMS Terms of Service

    By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from Tom Colone Agency. This includes SMS messages for customer care. Message frequency varies. Message and data rates may apply. See privacy policy at www.part3financial.com .  Message HELP for help. Reply STOP to any message to opt out.

    Copyright © 2026 Part 3 Financial - All Rights Reserved.


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