Privacy Policy

We collect several types of information to provide and improve our services:

• Contact information including name, email address, phone number, and mailing address
• Financial information relevant to our consultation services and planning discussions
• Communication records from our interactions, consultations, and correspondence
• Technical information about your device and website usage patterns

We use your personal information for the following purposes:

• Providing financial planning consultations and advisory services
• Communicating about appointments, services, and account matters
• Improving our website functionality and service delivery
• Complying with legal obligations and regulatory requirements

Under applicable privacy laws, we process your personal information based on:

Primary Legal Basis:: We process your data primarily based on your consent for our services and legitimate business interests in providing financial planning consultations

We may share your personal information in limited circumstances:

• With trusted service providers who assist in delivering our services
• When required by law or to respond to legal processes
• With your explicit consent for specific purposes

We use cookies and similar technologies to enhance your website experience and analyze usage patterns. These tools help us provide personalized content and improve our services.

For detailed information about our cookie practices, please review our Cookie Policy Cookie Policy

You have important rights regarding your personal information:

• Request access to the personal information we hold about you
• Request correction of inaccurate or incomplete information
• Request deletion of your personal information under certain circumstances
• Request a copy of your data in a portable format
• Object to certain types of data processing

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

We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, and resolve disputes. Retention periods vary based on the type of information and applicable legal requirements.

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from minors without proper parental consent.

We may update this Privacy Policy to reflect changes in our practices or legal requirements. We will notify you of significant changes through our website or direct communication when appropriate.

If you have questions about this Privacy Policy or want to exercise your privacy rights, please contact us using the information below.