Legal

Privacy Policy

What we collect

We collect only the information you give us: your name, contact details, and whatever you choose to share about your financial situation so we can do the work. The coverage calculator on this site requires no name or email and stores nothing about you.

How we use it

To respond to you, to provide the services you engage us for, and to meet our record-keeping obligations as a registered investment adviser. We do not sell your information, ever.

Who else sees it

Only the parties needed to deliver the service, such as the custodian holding your accounts or an insurance carrier processing an application you chose to submit. Each has its own privacy practices.

Security

Do not send account numbers, policy numbers, passwords, Social Security numbers, or other sensitive financial data through any website form. Use the secure channels we set up with you instead.

Your choices

You can ask what we hold, ask us to correct it, or opt out of marketing messages at any time by replying to any message or calling 864-558-8440.