Privacy Policy

Information We Collect

When you submit a strategy review or contact form, we collect preliminary information such as your name, email, phone number, state, and general goals. The public website does not collect detailed medical, financial, or identity information.

How We Use Your Information

• To respond to your request and schedule a strategy review
• To match you with suitable solutions and a licensed advisor
• To improve our website and marketing
• To comply with applicable legal and regulatory obligations

How We Protect Your Information

We use industry-standard safeguards including encrypted connections (SSL) and access controls. Detailed information needed for an application is handled later through a separate, secure process.

Your Choices

You may request access to, correction of, or deletion of your information by contacting us. You may also opt out of marketing communications at any time.

Contact

For privacy questions, please contact us using the details on our Contact page.