Privacy Policy

Information We Collect

When you contact us, schedule a consultation, or request information, we may collect your name, email address, phone number, and any details you choose to share about your financial situation or goals. We also collect basic technical data (browser type, pages visited) automatically when you use this website.

How We Use Your Information

We use your information to:

• Respond to inquiries and schedule consultations
• Prepare illustrations, proposals, and recommendations
• Communicate about our services and educational content
• Comply with insurance licensing, suitability, and recordkeeping requirements

Sharing of Information

We do not sell your personal information. We share information only with insurance carriers, licensed broker-dealers, or service providers as needed to deliver the services you request, and as required by law or regulation.

Data Security

We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission over the internet is 100% secure.

Cookies & Analytics

This site may use cookies and basic analytics tools to understand how visitors use the site. You can disable cookies in your browser settings.

Your Rights

Depending on your state of residence, you may have rights to access, correct, or request deletion of your personal information. To exercise these rights, contact us using the information below.

Contact

Questions about this Privacy Policy? Reach out via our consultation link.