Privacy Policy

When you submit a consultation request or contact form, we collect the information you provide directly — such as your name, email address, phone number, and any message you include. We do not collect sensitive financial account information through this website.

We use the information you provide solely to respond to your inquiry, schedule and prepare for consultations, and communicate with you about your request. We do not sell your personal information.

We do not share your information with third parties except as needed to respond to your request or as required by law.

We retain inquiry information only as long as needed to serve your request and maintain reasonable administrative and technical safeguards to protect it. No method of transmission over the internet is perfectly secure, and we cannot guarantee absolute security.

You may request that we correct or remove the information you have submitted, or ask us to stop contacting you, at any time by emailing contact@truestatefinancial.com.