Privacy Policy

 

This Privacy Policy describes how [Your Company Name] collects, uses, stores, and protects the personal information of our clients and website visitors.

 

1. Information We Collect

 

We collect information to provide our consulting services and enhance your experience. This may include:

  • Identification and Contact Data: Name, email, phone number, residential or business address.

  • Financial Data (for consulting purposes only): Income, expenses, credit history, assets, and financial goals.

  • Browsing Data (Website): IP address, browser type, pages visited, and time spent on site, collected via cookies and analytics tools.

 

2. How We Use Your Information

 

Your information is used strictly for the following purposes:

  • To Provide Consulting Services: To create personalized financial plans and deliver the contracted service.

  • Communication: To respond to inquiries, send service updates, and, if permitted, send relevant marketing materials.

  • Continuous Improvement: To analyze website usage to optimize our services and user experience.

  • Legal Compliance: To comply with legal and regulatory obligations.

 

3. Sharing Your Information

 

We do not sell, rent, or trade your personal information with third parties. However, we may share data with:

  • Service Providers: Trusted third parties who assist us in operating our business (e.g., website hosting, email marketing tools), under strict confidentiality agreements.

  • Legal Requirements: When required by law, court order, or governmental request.

 

4. Storage and Security

 

We implement technical and administrative security measures to protect your information against unauthorized access, alteration, disclosure, or destruction. Your most sensitive financial data is maintained in secure, restricted-access environments.

 

5. Your Rights

 

In accordance with applicable law, you have the right to:

  • Access: Request a copy of the personal data we hold about you.

  • Correction: Request the correction of incomplete or inaccurate data.

  • Erasure: Request the deletion of your data (subject to certain legal retention obligations).

  • Withdraw Consent: Withdraw your consent for the use of your data at any time.

To exercise these rights, please contact us using the channels listed below.

 

6. Contact

 

If you have any questions about this Privacy Policy or the handling of your information, please contact us:

[Your Contact Email]