Privacy Policy

Secure Future Strategies LLC (“SFS,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, protect, and disclose information when you visit securefuturestrategies.com, complete an assessment or form, schedule an appointment, communicate with us, or use our services.

INFORMATION WE COLLECT

We may collect information that you voluntarily provide, including:

• Your name, email address, telephone number, age range, and other contact information

• Information submitted through contact forms, assessments, questionnaires, appointment requests, or consultations

• General information about your financial goals, priorities, concerns, insurance needs, retirement planning, business, or personal circumstances

• Communications you send to SFS

Please do not submit Social Security numbers, account passwords, complete banking information, or other highly sensitive information through a general website form unless SFS specifically provides a secure method and asks you to do so.

We may also automatically collect limited technical information when you use our website, including your IP address, browser and device type, pages visited, referring website, approximate location, and interactions with the website. Cookies and similar technologies may be used to support website functionality and understand website engagement.

HOW WE USE INFORMATION

We may use collected information to:

• Respond to questions and requests

• Schedule and conduct consultations

• Provide assessments, educational resources, and requested services

• Understand your financial goals and identify services that may be relevant

• Maintain client and prospective-client records

• Improve our website, forms, communications, and services

• Send service-related or marketing communications where permitted

• Protect against fraud, misuse, or security threats

• Meet legal, regulatory, licensing, and compliance obligations

You may unsubscribe from marketing emails at any time by using the unsubscribe option in the email or contacting us.

HOW WE SHARE INFORMATION

SFS does not sell or rent your personal information.

We may share information only when reasonably necessary:

• With service providers that support website hosting, online forms, customer relationship management, appointment scheduling, analytics, email, or other business operations

• With insurance carriers, financial-product providers, licensed professionals, or other parties when necessary to fulfill a request, evaluate an application, or provide a service you have authorized

• With professional, legal, regulatory, or compliance advisers

• When required by law, regulation, subpoena, court order, or government request

• When necessary to protect the rights, safety, property, or security of SFS or others

• In connection with a merger, acquisition, sale, or transfer of all or part of the business, subject to appropriate confidentiality protections

Service providers are permitted to access information only as necessary to perform services on our behalf and are expected to handle it appropriately.

COOKIES AND ANALYTICS

Our website may use cookies and analytics services to understand how visitors use the site and improve its performance. These technologies may collect information such as pages viewed, time spent on the website, device type, and general geographic location.

You may manage or disable cookies through your browser settings. Disabling cookies may affect certain website features.

INFORMATION SECURITY

SFS uses reasonable administrative, technical, and organizational safeguards designed to protect personal information. However, no website, email system, or electronic transmission method can be guaranteed to be completely secure.

INFORMATION RETENTION

We retain information only for as long as reasonably necessary to provide services, maintain appropriate business and compliance records, resolve disputes, and satisfy legal or regulatory obligations.

YOUR CHOICES AND PRIVACY RIGHTS

Depending on your location and applicable law, you may have the right to request access to, correction of, or deletion of certain personal information maintained by SFS.

Some information may need to be retained to satisfy legal, licensing, contractual, regulatory, or recordkeeping requirements.

To make a privacy request, email info@securefuturestrategies.com. We may need to verify your identity before completing the request.

CHILDREN’S PRIVACY

The SFS website and services are intended for adults and are not directed to children under 13. We do not knowingly collect personal information from children under 13 through this website. If we learn that such information was collected, we will take reasonable steps to delete it.

THIRD-PARTY WEBSITES

Our website may contain links to websites or services operated by other organizations. SFS is not responsible for the privacy or security practices of third-party websites. Please review their privacy policies before providing information.

CHANGES TO THIS POLICY

We may update this Privacy Policy as our services, technology, or legal obligations change. The revised policy will be posted on this page with an updated effective date.

CONTACT US

For questions about this Privacy Policy or how SFS handles personal information, contact:

Secure Future Strategies LLC
Email: info@securefuturestrategies.com