Your privacy matters to us.

1. Personal Information We Collect

We may collect the following types of information:

• Basic Contact Info: Name, address, phone number, email.
• Financial and Identification Info: Bank account details, investment records, tax documents, government-issued IDs (e.g., driver's license).
• Website Interaction Data: Details you submit online and information collected via cookies or similar technology.
• Transaction History: Account balances, payments, and other service-related activity.

We collect this data from forms you fill out, your interactions with our services, and automatically through our website tools.

2. Use of Information

Your information is used to:

• Deliver and improve our services.
• Verify identities and prevent unauthorized activity or fraud.
• Respond to your questions or service requests.
• Conduct internal research, trend analysis, and reporting in ways that protect your identity.
• Meet legal or regulatory obligations.

We do not sell, rent, or share your personal information for third-party marketing.

3. Sharing and Disclosure

We only share information in limited circumstances:

• Trusted Partners: Vendors or contractors who help us run our services, under strict confidentiality agreements.
• Legal Obligations: When required by law or government authorities.
• Business Changes: If we merge, are acquired, or sell assets, relevant data may be transferred as part of the transaction.
• Non-Identifiable Reporting: We may use aggregated data that cannot be traced back to individuals.

4. SMS Messaging and Mobile Data

If you opt-in to our SMS or mobile messaging services, we may collect your mobile phone number and other information you provide. This data is used only to deliver the services you requested, including transactional or promotional messages.

We do not sell, rent, or share your phone number or SMS opt-in data with any third parties or affiliates for marketing. We may share this information with service providers (e.g., SMS gateway providers) solely to facilitate messaging, and these providers are contractually obligated to keep your information secure and confidential.

5. Communications

We send two types of messages:

• Marketing Updates: Promotions, offers, newsletters—optional, with easy opt-out.
• Service Messages: Account notifications, system updates, and responses to inquiries—essential, cannot be opted out of unless you close your account.

6. Online Tracking and Cookies

• Cookies and Similar Tools: Used to enhance your experience, remember preferences, and analyze site activity. You can manage cookies in your browser settings.
• Log Files: We automatically collect technical info (IP address, browser, operating system, timestamps) for system performance and analytics.
• Third-Party Links: Our site may contain external links. We are not responsible for the privacy practices of other sites.

7. Protecting Your Information

We implement administrative, technical, and physical safeguards to protect your personal data. Access is restricted to personnel who need it to provide services.

While we take strong precautions, no system can guarantee 100% security.

8. Data Retention and Disposal

We retain personal data only as long as necessary to provide services, meet legal obligations, or resolve disputes. After that, data is securely destroyed or anonymized.

9. Policy Updates

We may update this Privacy Policy from time to time. Changes will be posted on our website. If we plan to use your information in a way different from what was originally disclosed, we will notify you.

10. Contact Us

Please contact us at 904-929-2927 if you have any questions regarding this privacy policy.