When you engage with our financial planning and investing consulting services, we may collect personal information such as your name, email address, phone number, and information about your financial goals and situation. We collect this data to provide you with personalized advice and recommendations.
The information we collect is used to analyze your financial situation, develop customized investment strategies, and provide ongoing consulting to help you reach your financial objectives. We may also use your contact information to send periodic updates and newsletters related to financial planning, but you can opt out of these communications at any time.
We do not sell, trade, or otherwise transfer your personal information to outside parties. The only exception is trusted third parties who assist us in operating our website, conducting our business, or servicing you, and those parties agree to keep this information confidential.
We implement a variety of security measures, including encryption and access controls, to maintain the safety of your personal information when you enter, submit, or access it. However, no data transmission over the Internet can be assured to be 100% secure, so we cannot guarantee its absolute security.
If you have any questions about this Privacy Policy, please contact us.
Last updated: June 2024