Privacy Policy
Information We Collect
Personal Information: Name, email address, phone number, and other details submitted through our forms or during client onboarding.
Usage Data: IP addresses, browser type, pages visited, and other usage statistics when interacting with our website.
How We Use Your Information
Service Delivery: To provide financial planning for doctors, advisory, and other related services.
Communication: To respond to inquiries, send service updates, or provide relevant financial insights.
Information Sharing
Third-Party Service Providers: We may share data with trusted partners (e.g., CPAs, estate attorneys) to deliver comprehensive services.
Legal Compliance: We may disclose information if required by law or in response to valid requests by public authorities.
Cookies & Tracking Technologies
Use of Cookies: Our website may use cookies to enhance user experience and analyze website traffic. You can control these via browser settings.
Data Security
Measures: We implement physical, electronic, and managerial procedures to safeguard and secure the information we collect – especially sensitive data shared in the course of providing financial planning for doctors and medical professionals.
No Absolute Guarantee: While we strive to protect your data, no security system is completely foolproof.
Your Rights
Access & Correction: You may request access, update, or correct the personal information we hold about you.
Opt-Out: You can opt out of marketing communications at any time.
Changes to This Policy
Updates: We may update this Privacy Policy. The most recent version will always be posted here.
Privacy Policy
Information We Collect
Personal Information: Name, email address, phone number, and other details submitted through our forms or during client onboarding.
Usage Data: IP addresses, browser type, pages visited, and other usage statistics when interacting with our website.
How We Use Your Information
Service Delivery: To provide financial planning for doctors, advisory, and other related services.
Communication: To respond to inquiries, send service updates, or provide relevant financial insights.
Information Sharing
Third-Party Service Providers: We may share data with trusted partners (e.g., CPAs, estate attorneys) to deliver comprehensive services.
Legal Compliance: We may disclose information if required by law or in response to valid requests by public authorities.
Cookies & Tracking Technologies
Use of Cookies: Our website may use cookies to enhance user experience and analyze website traffic. You can control these via browser settings.
Data Security
Measures: We implement physical, electronic, and managerial procedures to safeguard and secure the information we collect – especially sensitive data shared in the course of providing financial planning for doctors and medical professionals.
No Absolute Guarantee: While we strive to protect your data, no security system is completely foolproof.
Your Rights
Access & Correction: You may request access, update, or correct the personal information we hold about you.
Opt-Out: You can opt out of marketing communications at any time.
Changes to This Policy
Updates: We may update this Privacy Policy. The most recent version will always be posted here.
Information We Collect
Personal Information: Name, email address, phone number, and other details submitted through our forms or during client onboarding.
Usage Data: IP addresses, browser type, pages visited, and other usage statistics when interacting with our website.
How We Use Your Information
Service Delivery: To provide financial planning for doctors, advisory, and other related services.
Communication: To respond to inquiries, send service updates, or provide relevant financial insights.
Information Sharing
Third-Party Service Providers: We may share data with trusted partners (e.g., CPAs, estate attorneys) to deliver comprehensive services.
Legal Compliance: We may disclose information if required by law or in response to valid requests by public authorities.
Cookies & Tracking Technologies
Use of Cookies: Our website may use cookies to enhance user experience and analyze website traffic. You can control these via browser settings.
Data Security
Measures: We implement physical, electronic, and managerial procedures to safeguard and secure the information we collect – especially sensitive data shared in the course of providing financial planning for doctors and medical professionals.
No Absolute Guarantee: While we strive to protect your data, no security system is completely foolproof.
Your Rights
Access & Correction: You may request access, update, or correct the personal information we hold about you.
Opt-Out: You can opt out of marketing communications at any time.
Changes to This Policy
Updates: We may update this Privacy Policy. The most recent version will always be posted here.