Privacy Policy

1. Information We Collect

We may collect personal information from you when you interact with our website, request services, or communicate with us. This may include:

Name

Email address

Phone number

Mailing address

Payment information (if applicable)

Device/browser information and IP address (via cookies)

Communication preferences

2. How We Use Your Information

We use the information we collect to:

Provide financial content, services, and consultations

Respond to your questions or requests

Send you reminders, newsletters, and relevant promotions

Improve the quality and performance of our website

Deliver customer support and maintain client relationships

Comply with legal or regulatory obligations

3. SMS/Text Messaging Disclosure

If you provide your mobile number and opt in:

You may receive texts regarding appointment reminders, updates, promotions, or two-way communication.

Reply STOP at any time to opt out.

Message and data rates may apply.

Consent to receive texts is not a condition of purchase.

4. Data Sharing and Service Providers

We do not sell your personal information.

We may share your data with trusted service providers who assist with:

Website functionality and hosting

Email and SMS communications

Client scheduling and support

CRM or marketing tools

All partners are required to protect your data and only use it to support our business operations.

5. Data Security and Your Rights

We take reasonable precautions to protect your information through secure servers, encryption, and access controls. However, no system is 100% secure.

You have the right to:

Request access to your data

Correct or update your personal information

Request deletion of your data

Withdraw consent or opt out of communications

To exercise these rights, please contact us using the information below.

6. Cookies and Tracking

We use cookies and similar tracking technologies to:

Understand how visitors use our site

Improve user experience and content performance

Support analytics and marketing efforts

You may control cookie settings through your browser. Disabling cookies may impact certain site features.

7. Third-Party Links

Our Site may contain links to external websites or services. We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies separately.

8. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.

9. Governing Law

This Privacy Policy shall be governed by and interpreted under the laws of the State of Ohio, regardless of conflict of law principles.

10. Contact Us

To contact us about this policy, your data, or your rights:

Email: [email protected]

Phone: (614) 802-3200

Last Updated: September 24, 2025