Last updated: November 5, 2026
When you contact us, request a consultation, or complete our financial planning tool, we collect information you provide directly, such as your name, email address, phone number, and details about your financial goals and situation. We also collect basic usage data, such as pages visited, to improve our website.
We use your information to respond to your inquiries, schedule consultations, prepare personalized financial and insurance planning guidance, and communicate with you about our services. We do not sell your personal information to third parties.
We may share your information with licensed advisors and carriers involved in preparing your financial or insurance recommendations. We may also disclose information if required by law or to protect the rights and safety of our clients and business.
We use cookies and similar technologies to understand how visitors use our site and to improve your browsing experience. You can control cookie settings through your browser preferences.
We implement reasonable administrative and technical safeguards to protect your personal information. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.
You may request access to, correction of, or deletion of your personal information at any time by contacting us at the email below.
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.
If you have questions about this Privacy Policy, please contact us at transcendwealthgroup@gmail.com.