Protecting your privacy and safeguarding your personal information is important to us. This Privacy Policy describes how we collect, use, maintain, and protect information obtained through this website and in the course of providing financial, insurance, legal, and tax services.
We may collect personal information you voluntarily provide to us, including but not limited to your name, contact information, financial details, and other information necessary to evaluate your needs and deliver professional services. We may also collect limited, non-personal information through website usage analytics to improve site functionality.
Information collected is used solely for legitimate business purposes, including:
We do not sell, rent, or trade your personal information.
We may share information with trusted third parties only as necessary to deliver services, comply with legal requirements, or fulfill contractual obligations. All such parties are required to maintain the confidentiality of your information.
We maintain reasonable administrative, technical, and physical safeguards to protect your personal information against unauthorized access, disclosure, alteration, or misuse.
Information provided to us may be subject to additional confidentiality protections under applicable financial, insurance, legal, and tax professional standards and regulations.
Use of this website does not establish a client, advisory, attorney-client, or fiduciary relationship. Such relationships are formed only through written agreement.
We reserve the right to modify this Privacy Policy at any time. Updates will be posted on this page.
If you have questions regarding this Privacy Policy or our privacy practices, please contact us directly.
