Privacy Policy

Last updated: September 1, 2026

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Information we collect

We collect information you provide directly, such as your name, email, phone number, ZIP code, and answers to our questionnaire. We also collect limited technical data such as browser type, pages visited, and IP address through cookies and similar technologies.

How we use information

We use your information to respond to requests, suggest relevant financial professionals and resources, improve our website, and comply with legal obligations.

How we share information

We share your information with a financial professional only after you agree to an introduction. We may share data with service providers who support our operations under confidentiality obligations. We do not sell your personal information.

Cookies

We use essential cookies to operate the site and optional analytics cookies to understand usage. You can control cookies in your browser settings.

Data security

We use encryption in transit and access controls to protect your information. No method of transmission or storage is completely secure.

Your choices and rights

Depending on where you live, you may have the right to access, correct, delete, or opt out of certain uses of your information. Contact us to make a request.

Children's privacy

This website is not directed to individuals under 18, and we do not knowingly collect their information.

Changes to this policy

We may update this policy from time to time. The date at the top of this page shows when it was last revised.

Contact us

Questions about this policy can be sent to hello@example.com.