Privacy Policy

We collect information you provide directly to us, such as when you create an account, request services, or contact us for support.

• Personal identification information (name, email, phone number)
• Financial information necessary to provide our services
• Communication preferences and service history

We use the information we collect to provide, maintain, and improve our services, including:

• Providing financial planning and advisory services
• Communicating with you about your account and services
• Complying with legal and regulatory requirements

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Our security measures include encryption, secure servers, regular security assessments, and employee training on data protection best practices.