Privacy Policy

Information collected serves specific purposes related to providing consultation services, improving our offerings, and maintaining communication with clients. We use your information to schedule and conduct consultation sessions, analyze your financial situation for personalized guidance, communicate about appointments and follow-up recommendations, process payments for services, send relevant updates about our services or financial planning topics that may interest you, and improve website functionality and user experience through analytics.

We do not sell your personal information to third parties. We do not use your information for purposes unrelated to providing our services without your explicit consent. Marketing communications include unsubscribe options allowing you to opt out at any time. Your consultation information remains confidential and is accessed only by advisors directly involved in your service delivery.

We share personal information only in specific circumstances necessary for service delivery or legal compliance. Third-party service providers who assist with website hosting, payment processing, scheduling systems, or email communications may access limited information necessary for their functions. These providers are contractually bound to protect your information and use it only for specified purposes.

We may disclose information when required by law, legal process, or government request, to protect our rights, property, or safety, or that of clients or others, to investigate fraud, security issues, or technical problems, or in connection with business transfers such as mergers or acquisitions, though we would notify you of such changes. We do not otherwise share your personal information with third parties without your consent.

We implement reasonable technical and organizational measures to protect personal information from unauthorized access, disclosure, alteration, or destruction. Security measures include encrypted data transmission using SSL technology, secure server infrastructure with access controls, regular security assessments and updates to address vulnerabilities, employee training on data protection and confidentiality requirements, and restricted access to personal information limited to personnel with legitimate business needs.

Despite our security efforts, no internet transmission or electronic storage method is completely secure. We cannot guarantee absolute security of your information. You share responsibility for protecting your account credentials and notifying us promptly of any unauthorized access or security concerns.