• Home
  • About
    ▼
    • About Melanie Brophy
    • Our Process
    • Pricing
  • Our
    Difference
  • Services
  • Comprehensive
    Financial Planning
  • Learning
    Center
    ▼
    • Recent Posts
    • Checklists & Flowcharts
    • Financial Calculators Blog
    • Financial Calculator Tools
  • Client
    Logins
    ▼
    • Altruist
    • Right Capital
  • Contact
  • Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
SCHEDULE A MEETING NOW
Next Play Financial

Next Play Financial

  • Home
  • About
    • About Melanie Brophy
    • Our Process
    • Pricing
  • Our
    Difference
  • Services
  • Comprehensive
    Financial Planning
  • Learning
    Center
    • Recent Posts
    • Checklists & Flowcharts
    • Financial Calculators Blog
    • Financial Calculator Tools
  • Client
    Logins
    • Altruist
    • Right Capital
  • Contact

Privacy Policy

Privacy Policy

Next Play Financial Solutions, LLC recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Next Play Financial Solutions, LLC will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. Next Play Financial Solutions, LLC will provide the privacy statement to all clients annually. 

We want our clients to understand how we protect your personal information, what information we collect, and how we use it.

How We Protect Your Personal Information

Privacy has always been important to Next Play Financial Solutions, LLC . We restrict and limit access to client information only to those who need to carry out their business functions. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.

Why We Collect Your Information

We gather information about you so that we can:

  • Help design and implement the investment and planning related services we provide you; and
  • Comply with the Federal and State laws and regulations that govern us.

What Information We Collect and Maintain

We may collect the following types of “nonpublic personal information” about you: 

  • Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.
  • Information that we generate to service your financial needs.
  • Information that we may receive from third parties with respect to your financial profile.

What Information We Disclose

We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm or independent contractors hired by Next Play Financial Solutions, LLC . If the Financial Planner leaves Next Play Financial Solutions, LLC to join another firm, he or she may be permitted to retain copies of client information so that they can assist with the transfer of client accounts and continue to serve the client at their new firm.

“Opting-Out” of Third Party Disclosures: If you do not want your Financial Planner to retain copies of your client sensitive information when he or she leaves us to join another firm, you may contact us by calling (703) 858 – 4578.

Otherwise, Next Play Financial Solutions, LLC will not disclose any personal information about you or your account(s) unless one of the following conditions is met:

  • We receive your prior written consent; or
  • We have documentation that the recipient is your authorized representative; or
  • We are required by law to disclose information to the recipient.

Arrangements with companies or independent contractors not affiliated with Next Play Financial Solutions, LLC will be subject to confidentiality agreements.

Primary Sidebar

Melanie Brophy, CFP®, EA is a CERTIFIED FINANCIAL PLANNER™️, specializing in fee-only tax and financial planning. Melanie serves clients in Virginia and across the country.

Recent Posts

  • Q1 2025: Quarterly Market Update
  • What’s New and Noteworthy: March & April Newsletter
  • February 2025: What’s New and Noteworthy
  • January 2025: What’s New and Noteworthy
  • December 2024: What’s New and Noteworthy

Categories

  • Checklists & Flowcharts (5)
  • Financial Calculators (26)
  • Monthly Newsletter (8)
  • Quarterly Updates (1)

Are you ready to get started?

Discover how we can help you meet your financial objectives.

Schedule An Introductory Meeting

Footer

DISCLOSURES

Form ADV Part2
Privacy Policy
Disclaimer

Try these free Financial Calculators

CREDENTIALS & AFFILIATIONS

Cfp and Napfa logo

Fee only logo

IRS logo

CONTACT

Melanie Brophy, CFP®, EA
Next Play Financial Solutions, LLC
E: melanie@nextplayfinancial.com
P: (703) 858-4578

Meetings by Appointment Only
44679 Endicott Drive, Suite 300 #735,
Ashburn, VA 20147

Next Play Financial

Copyright © 2025 · Melanie Brophy, CFP®, EA, Next Play Financial Solutions, LLC., Ashburn, Virginia

Website Design