Privacy Policy

1. Information We Collect

We may collect information that you voluntarily provide through forms, appointment requests, email, phone, WhatsApp, or other communication channels.

• Name, email address, telephone number, city, and state.
• Products or services you are interested in.
• Preferred consultation date and time.
• Information you choose to provide during communications or consultations.
• Technical information such as browser type, device information, IP address, pages viewed, and website activity when collected through analytics or security tools.

2. How We Use Information

Information may be used to:

• Respond to consultation requests and communicate with you.
• Schedule, confirm, reschedule, or follow up on appointments.
• Provide information about insurance or financial planning services that may be relevant to your request.
• Improve website functionality, security, and user experience.
• Maintain records required for business, compliance, fraud prevention, or legal purposes.

3. Communications and Consent

When you submit a form or request a consultation, you authorize contact regarding your request through the contact information you provide.

You may request that non-essential communications stop at any time.

4. Sharing of Information

We do not sell your personal information.

Information may also be disclosed when required by law.

5. Cookies and Analytics

This website may use cookies, pixels, analytics tools, and similar technologies.

6. Data Security

Reasonable safeguards are used to protect information.

7. Data Retention

Information may be retained for as long as reasonably necessary.

8. Your Privacy Choices

Depending on applicable law, you may have privacy rights.

9. Children's Privacy

This website is not directed to children under 13.

10. Third-Party Links

The website may contain links to third-party services.

11. Changes to This Policy

This Privacy Policy may be updated periodically.