Privacy Policy

Information We Collect

We collect personal information necessary to provide our portfolio optimization and retirement planning services, including financial data required for comprehensive wealth management analysis.

• Personal identification and contact information
• Financial information for budgeting and investment analysis
• Platform usage data to improve our cash flow analysis tools

How We Use Your Information

Your information enables us to deliver personalized risk assessment services, develop tailored diversification strategies, and provide expert financial independence guidance through our subscription platform.

Information Sharing

We do not sell personal information. Limited sharing occurs only with trusted partners who support our tax planning and estate planning services, subject to strict confidentiality agreements.

Data Security

We employ advanced security measures to protect your financial information, including encryption of investment data and secure storage of market analysis records.

Your Privacy Rights

You have rights regarding your personal information used in our economic indicators analysis and long-term investing recommendations.

• Access and review your stored financial data
• Request corrections to your investment profile information
• Delete your account and associated financial modeling data

Cookie Usage

Our platform uses cookies to enhance your experience with our portfolio rebalancing tools and regulatory compliance monitoring features.

Contact Information

For privacy questions about our wealth management services, contact our privacy officer.