Privacy Policy

Introduction

At Financial Planning, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, and safeguard your data when you interact with our website and services.

By using our website, you agree to the terms of this Privacy Policy. If you do not agree with these terms, please do not use our services.

Information We Collect

We may collect the following types of information:

• Personal Information: Name, email address, phone number, and other contact details provided by you.
• Financial Information: Information related to your financial goals, income, and expenses.
• Technical Information: IP address, browser type, device information, and usage data collected through cookies and analytics tools.

How We Use Your Information

We use the information we collect for the following purposes:

• To provide and improve our financial planning services.
• To communicate with you about your account and our services.
• To personalize your experience on our website.
• To analyze website usage and improve our content and functionality.
• To comply with legal obligations and protect our rights.

Data Security

We take the security of your personal information seriously. We implement industry-standard measures to protect your data from unauthorized access, disclosure, or misuse. These measures include encryption, secure servers, and regular security audits.

Sharing Your Information

We do not sell or rent your personal information to third parties. However, we may share your information with trusted partners and service providers who assist us in delivering our services. These third parties are required to maintain the confidentiality and security of your data.

Your Rights

You have the right to:

• Access and review the personal information we hold about you.
• Request corrections to any inaccurate or incomplete data.
• Request the deletion of your personal information, subject to legal obligations.
• Opt out of receiving marketing communications from us.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page, and we encourage you to review this policy periodically to stay informed about how we are protecting your information.

Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us at:

Email: info@financialplanning.com

Phone: +14034899020