PRIVACY POLICY

Effective Date: December 12, 2024

1. Information We Collect

When you visit our website, request a consultation, or become a client, we may collect personal and financial information. This may include your name, email address, phone number, financial goals, income details, and any other information you voluntarily provide.

2. How We Use Your Information

We use your information to:

Respond to inquiries and provide client supportSchedule and manage financial consultationsDeliver personalized financial strategies and servicesImprove our website, communications, and service offeringsSend relevant updates or promotional content (only with your consent)

3. Sharing Your Information

We do not sell, trade, or rent your personal information.

We may share information with trusted partners or service providers only when necessary to deliver our services (e.g., secure document storage or financial analysis tools), and always under strict confidentiality agreements.

4. Data Security

We use appropriate physical, technical, and administrative safeguards to protect your personal data from unauthorized access, misuse, or disclosure.

5. Cookies

Our website may use cookies and similar technologies to enhance your browsing experience and collect anonymous usage data. You can manage your cookie preferences at any time through your browser settings.

6. Your Rights
You have the right to:

Access or request a copy of your personal dataCorrect inaccuracies in your informationRequest deletion of your data (subject to legal or compliance obligations)

To make a request, please contact us at

[email protected]

7. Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with the updated

effective date