Privacy Policy

Section 01

Information I Collect

Information you provide directly:

• Full name
• Email address
• Phone number
• Mailing address
• Government-issued identification (tax services only)
• Social Security Number (tax services only)
• Financial and credit-related information (Wealth Redeemed℠ clients only)
• Payment information (processed securely through third-party payment processors)

Information collected automatically:

• Browser type and device information
• IP address
• Pages visited and time spent on site
• Referring website or source

Section 02

How I Use Your Information

Your information is used to:

• Deliver the services you enrolled in or requested
• Process payments securely
• Communicate with you about your program or filing status
• Send follow-up emails and program-related communications
• Comply with legal and regulatory requirements
• Improve my services and website experience

Section 03

How I Share Your Information

I do not sell your personal information. Your information may be shared with:

• Payment processors — to securely process transactions
• Credit bureau dispute processors — to facilitate the credit file review and dispute process (Wealth Redeemed℠ clients only)
• Tax authorities — as required by law for tax preparation services (tax clients only)
• Email and CRM platforms — to deliver program communications and follow-up sequences
• Legal authorities — if required by law or to protect my legal rights

All third-party service providers are required to handle your information securely and only for the purposes outlined above.

Section 04

Data Security

I take reasonable steps to protect your personal information from unauthorized access, disclosure, or misuse. All payment information is processed through secure, encrypted third-party payment systems. I do not store credit card or banking information directly.

However, no method of transmission over the internet is 100% secure. While I strive to protect your information, I cannot guarantee absolute security.

Section 05

Data Retention

Your information is retained for as long as necessary to deliver services, comply with legal obligations, and resolve disputes. Tax-related documents are retained in accordance with IRS recordkeeping requirements.

Section 06

Your Rights

You have the right to:

• Request access to the personal information I hold about you
• Request correction of inaccurate information
• Request deletion of your information (subject to legal retention requirements)
• Opt out of marketing communications at any time by clicking "unsubscribe" in any email

To exercise any of these rights, contact me at [email protected].

Section 07

Cookies

My websites may use cookies to improve your browsing experience and track website analytics. You can disable cookies in your browser settings, though this may affect some website functionality.

Section 08

Third Party Links

My websites may contain links to third-party websites. I am not responsible for the privacy practices of those sites and encourage you to review their privacy policies independently.

Section 09

Children's Privacy

My services are not directed at children under the age of 13. I do not knowingly collect personal information from children.

Section 10

Changes to This Policy

I may update this Privacy Policy from time to time. Changes will be posted on this page with an updated date. Your continued use of my services after changes are posted constitutes your acceptance of the updated policy.

Section 11

Contact

For questions about this Privacy Policy contact: