Privacy Policy
At SimpliWealth Financial Advisory Firm, we are committed to protecting the privacy of our clients and website visitors. This privacy policy outlines our practices regarding the collection, use, and disclosure of personal information.
Information We Collect:
We may collect personal information such as name, address, phone number, email address, and financial information to provide financial advice and services to our clients. We may also collect non-personal information such as website usage and analytics data.
How We Use Your Information:
We use personal information to provide financial advice and services to our clients, as well as to communicate with them about their accounts and other financial matters. We may also use personal information to comply with legal and regulatory requirements. Non-personal information is used to analyze and improve our website and services.
How We Share Your Information:
We do not sell or rent your personal information to third parties. We may share your information with affiliated companies, service providers, and regulatory authorities as required by law. We require all third parties to protect your personal information and use it only for the purposes for which it was disclosed.
How We Protect Your Information:
We use reasonable security measures to protect your personal information from unauthorized access, use, or disclosure. We regularly review our security measures and update them as necessary.
Your Rights:
You have the right to access, correct, and delete your personal information, as well as to object to or restrict its use. You can do this by contacting us through the contact information provided on our website.
Updates to this Privacy Policy:
We may update this privacy policy from time to time to reflect changes in our practices or legal requirements. We will post the updated policy on our website and indicate the date of the last revision.
If you have any questions or concerns about our privacy policy or practices, please contact us through the contact information provided on our website.