We may collect personal information including, but not limited to:
Name
Email address
Phone number
Financial and billing information
Any information you provide via our forms, emails, or consultation sessions
Your information may be used to:
Provide and manage financial services
Respond to inquiries or customer support requests
Send updates, newsletters, or promotional materials (you may opt out anytime)Comply with legal obligations
We do not sell, trade, or rent your personal information to third parties. We may share data with service providers strictly for the purpose of operating our business, or when legally required to do so.
We take reasonable measures to secure your personal data using industry-standard technology and procedures. However, no online system can guarantee 100% security.
You have the right to:
Access, correct, or delete your personal dataOpt out of marketing communicationsRequest information on how your data is used
Our website or services may contain links to third-party websites. We are not responsible for their content or privacy practices.
We may revise this Privacy Policy from time to time. Any changes will be posted on our website and will be effective immediately.