Privacy Policy

Information We Collect

Personal Information

We may collect the following personal information when you use our services:

• Name, email address, and phone number
• Financial information including income, assets, investment goals, and risk tolerance
• Payment and billing information
• Investment performance and financial planning data
• Communication preferences and service feedback

Technical Information

We automatically collect certain technical information including:

• IP address and device information
• Browser type and operating system
• Website usage patterns and analytics data
• Cookie and similar tracking technologies

How We Use Your Information

We use your personal information for the following purposes:

• Providing personalized financial planning and investment programs
• Creating custom investment and savings plans
• Processing payments and managing your account
• Communicating about your portfolio progress and program updates
• Improving our services and developing new financial programs
• Sending marketing communications (with your consent)
• Complying with legal obligations and protecting our rights

Information Sharing and Disclosure

We respect your privacy and do not sell your personal information. We may share your information in the following limited circumstances:

• With certified financial advisors and investment professionals providing your services
• With service providers who assist in delivering our financial programs
• When required by law or to protect our legal rights
• In connection with a business transfer or merger
• With your explicit consent for specific purposes

Financial Information Privacy

Data Security

We implement appropriate technical and organizational security measures to protect your personal information:

• Encryption of sensitive data in transit and at rest
• Regular security assessments and updates
• Limited access to personal information on a need-to-know basis
• Secure data centers and backup systems
• Employee training on data protection and privacy

Your Rights and Choices

You have the following rights regarding your personal information:

• Access and review your personal information
• Update or correct inaccurate information
• Request deletion of your personal information
• Opt-out of marketing communications
• Request a copy of your data in a portable format
• Withdraw consent for data processing (where applicable)

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience on our website. You can control cookie settings through your browser preferences. Disabling cookies may limit some website functionality.

Third-Party Services

Our website and services may integrate with third-party platforms for payment processing, analytics, and communication. These third parties have their own privacy policies, and we encourage you to review them.

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Financial and investment data may be retained longer to track your progress and provide ongoing support.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify you of material changes via email or website notice.