Privacy Policy

Our website address is:

Information We Collect

We may collect personal information from you when you interact with us, including but not limited to:

  • Contact information such as name, email address, phone number, and mailing address.
  • Financial information such as income, assets, liabilities, and investment preferences.
  • Demographic information such as age, gender, and marital status.
  • Information you provide when completing forms, surveys, or assessments.
  • Communication preferences and feedback provided to us.

How We Use Your Information

We may use the information we collect for the following purposes:

  • To provide and personalize our services to meet your individual needs.
  • To communicate with you regarding your inquiries, appointments, and transactions.
  • To analyze and improve the quality of our services and website.
  • To send you relevant information, updates, and marketing communications.
  • To comply with legal and regulatory requirements.

Information Sharing and Disclosure

We may share your personal information with third parties in the following circumstances:

  • With service providers who assist us in delivering our services, such as IT support or payment processing.
  • With affiliates, partners, or advisors as necessary to fulfill our contractual obligations or provide requested services.
  • With law enforcement or regulatory authorities as required by law or to protect our rights, property, or safety.
  • With your consent or at your direction.

Data Security

We take reasonable precautions to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is completely secure. Therefore, we cannot guarantee absolute security of your information.

Data Retention

We will 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.

Your Choices and Rights

You may have the right to access, correct, or delete your personal information. You may also have the right to object to certain processing activities or withdraw your consent where applicable. To exercise these rights, please contact us using the information provided below.

Children’s Privacy

Our services are not intended for individuals under the age of 18, and we do not knowingly collect personal information from children. If you believe we have collected information from a child without parental consent, please contact us immediately.

Changes to this Privacy Policy

We reserve the right to update or revise this Privacy Policy at any time. We will post the updated Privacy Policy on our website with a revised effective date. We encourage you to review this Privacy Policy periodically for any changes.

Contact Us

If you have any questions, concerns, or complaints regarding this Privacy Policy or our data practices, please contact us at 929-547-7757 or via email at [email protected].

By using our services or providing us with your personal information, you consent to the collection, use, and disclosure of your information as described in this Privacy Policy.