Privacy Policy

1. Information We Collect

We may collect personal information including, but not limited to:

• Name
• Email address
• Phone number
• Mailing address
• Property interests and real estate preferences
• Financial and homeownership-related information voluntarily provided
• Appointment and consultation requests
• Information submitted through contact forms, booking forms, or newsletters
• IP address
• Browser type
• Device information
• Website usage data through cookies and analytics tools
• Our services and website are not directed toward children under the age of 13. We do not knowingly collect personal information from children.
  

2. How We Use Your Information

We use the information we collect to:

• Respond to inquiries and consultation requests
• Provide real estate, financial wellness, and educational services
• Communicate about properties, appointments, events, or updates
• Improve our website, services, and client experience
• Send newsletters or marketing communications (you may opt out at any time)
• Maintain legal and regulatory compliance

3. Legal Basis for Processing

We process your personal data based on one or more of the following grounds:

• Your consent
• Contractual necessity (e.g., processing job applications)
• Our legitimate interest in operating an HR service
• Legal obligations that we must comply with

4. Sharing Your Data

We do not sell your personal information.  We may share information with trusted third parties when necessary to provide services, including:

• Mortgage professionals
• Insurance providers
• Real estate partners
• Technology and website service providers
• Legal or regulatory authorities when required by law

All third parties are expected to maintain the confidentiality and security of your information.

5. Data Security

We take reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, misuse, disclosure, or alteration. While we strive to protect your information, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

This website may contain links to third-party websites or services. We are not responsible for the privacy practices, content, or policies of those external websites. We encourage users to review the privacy policies of any third-party sites they visit.