Privacy Policy

Through this website we collect only the information you voluntarily submit through the contact form: name, email address, optional phone number, the service you're interested in, and any details you choose to include.

Sensitive personal information — including Social Security numbers, tax documents, and financial account details — is never collected through this website. That information is exchanged only through the secure client system after onboarding.

Submitted information is used to respond to your inquiry, schedule a consultation, and provide the services you request. It is not sold, rented, or traded.

Information may be shared with service providers who support delivery of our services (such as secure document and tax-filing systems), or where required by law. Insurance-related information may be shared with an issuing carrier only with your authorization.

Reasonable administrative and technical safeguards are used to protect information. No method of transmission over the internet is completely secure, which is why sensitive documents are restricted to the secure client system.

You may request access to, correction of, or deletion of the information you submitted by contacting us. You may opt out of non-essential communications at any time.

Questions about this policy can be sent through the contact page.