Privacy Notice

Last updated: 2026

Information we collect

When you join the mailing list or schedule a consultation, we may collect your name, email address, and any details you choose to share. We only ask for information that helps us respond to your request.

How we use your information

We use your information to send educational content, respond to inquiries, and coordinate consultations. We do not sell your personal information.

How we protect it

We use industry-standard security measures and trusted service providers to keep your data safe. Access is limited to those who need it to serve you.

Your choices

You can unsubscribe from emails at any time using the link at the bottom of each message. You may also contact us to update or delete your information.

Educational purpose

This website and any communications are for educational purposes only. They are not tax, legal, or investment advice and are not a solicitation in states where not licensed.

Questions? Reach out through the contact options on our homepage.