AFS Privacy Policy

Anderson Financial Strategies, LLC (“Anderson Financial Strategies”) adopted this policy with recognition
that protecting the privacy and security of the nonpublic personal information we obtain about our clients
is an important responsibility. We also know that you expect us to service you in an accurate and efficient
manner. To do so, we must collect and maintain certain nonpublic personal information about you. We
want you to know what information we collect and how we use and safeguard that information.

WHAT INFORMATION WE COLLECT
We collect certain nonpublic personal information about you (such as your name, address, social security
number, etc.) that you provide on applications or other forms as well as communications (electronic,
telephone, written or in person) with you or your authorized representatives (such as your attorney,
accountant, etc.). We also collect information about your brokerage accounts and transactions (such as
purchases, sales, account balances, inquiries, etc.).

WHAT INFORMATION WE DISCLOSE
Anderson Financial Strategies does not disclose the nonpublic personal information we collect about
our clients to anyone except: (1) in furtherance of our business relationship with clients, and then
only to those persons necessary to effect the transactions and provide the services that clients
authorize (such as broker-dealers, custodians, independent managers etc.); (2) to persons assessing
our compliance with industry standards (e.g., professional licensing authorities, etc.); (3) our attorneys,
accountants, and auditors; or (4) as otherwise provided by law.
We are permitted by law to disclose the nonpublic personal information about you to governmental
agencies and other third parties in certain circumstances (such as third parties that perform
administrative services on our behalf). These third parties are prohibited to use orshare the information
for any other purpose. If you decide to either terminate our services or become an inactive client,
we will continue to adhere to our Privacy Policy, as may be amended from time to time.

SECURITY OF YOUR INFORMATION
We restrict access to your nonpublic personal information to those employees who need to know that
information to service your account. We maintain physical, electronic and procedural safeguards that
comply with applicable federal or state standards to protect your nonpublic personal information.

CHANGES TO OUR PRIVACY POLICY OR RELATIONSHIP WITH YOU
Our policy about obtaining and disclosing information may change from time to time. We will provide
you notice of any material change to this policy before we implement the change.

OPTING OUT
Clients cannot opt out of allowing Anderson Financial Strategies, LLC to share their nonpublic personal
information with non-affiliated third parties which are necessary to service their accounts.

REQUESTS FOR INFORMATION
For a copy of our Privacy Policy, please contact the Chief Compliance Officer either in writing at 2500
Stratacache Tower, 40 N. Main Street, Dayton, OH 45423, or by phone at (855) 237-4545