Privacy Policy

Last updated: June 19, 2026

Introduction

This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you use our website and services. We are committed to protecting your privacy and handling your data in an open and transparent manner.

Information We Collect

We collect information that you provide directly to us, including:

• Name and contact information when you submit consultation requests
• Email address for correspondence
• Service preferences and financial planning interests
• Any additional information you choose to provide in messages or forms

We also automatically collect certain information about your device and how you interact with our website, including IP address, browser type, pages visited, and time spent on pages.

How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and provide requested services
• Communicate with you about our services
• Improve our website and services
• Comply with legal obligations
• Protect against fraudulent or illegal activity

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• With service providers who assist in operating our website and conducting our business
• When required by law or to protect our legal rights
• In connection with a business transaction such as a merger or acquisition
• With your explicit consent

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Your Rights

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information
• Object to processing of your personal information
• Request restriction of processing
• Data portability
• Withdraw consent at any time

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to collect information about your browsing activities. You can control cookies through your browser settings. For more information, please see our Cookies Policy.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us at [email protected]