Privacy Notice

Planning today, for tomorrow! Book your complimentary consultation now!

<style>

[data-custom-class='body'], [data-custom-class='body'] * {

background: transparent !important;

}

[data-custom-class='title'], [data-custom-class='title'] * {

font-family: Arial !important;

font-size: 26px !important;

color: #000000 !important;

}

[data-custom-class='subtitle'], [data-custom-class='subtitle'] * {

font-family: Arial !important;

color: #595959 !important;

font-size: 14px !important;

}

[data-custom-class='heading_1'], [data-custom-class='heading_1'] * {

font-family: Arial !important;

font-size: 19px !important;

color: #000000 !important;

}

[data-custom-class='heading_2'], [data-custom-class='heading_2'] * {

font-family: Arial !important;

font-size: 17px !important;

color: #000000 !important;

}

[data-custom-class='body_text'], [data-custom-class='body_text'] * {

color: #595959 !important;

font-size: 14px !important;

font-family: Arial !important;

}

[data-custom-class='link'], [data-custom-class='link'] * {

color: #3030F1 !important;

font-size: 14px !important;

font-family: Arial !important;

word-break: break-word !important;

}

</style>

<div><bdt class="block-component"></bdt><bdt class="question"><h1>PRIVACY NOTICE</h1></bdt><bdt class="statement-end-if-in-editor"></bdt></div><div>Last updated <bdt class="question">May 05, 2025</bdt></div><div> </div><div> </div><div> </div><div style="line-height: 1.5;">This Privacy Notice for <bdt class="question">Your Wealth <bdt class="block-component"></bdt></bdt> (<bdt class="block-component"></bdt>"we," "us," or "our"<bdt class="statement-end-if-in-editor"></bdt>), describes how and why we might access, collect, store, use, and/or share (<bdt class="block-component"></bdt>"process"<bdt class="statement-end-if-in-editor"></bdt>) your personal information when you use our services (<bdt class="block-component"></bdt>"Services"<bdt class="statement-end-if-in-editor"></bdt>), including when you:<bdt class="block-component"></bdt></div><ul><li data-custom-class="body_text" style="line-height: 1.5;">Visit our website<bdt class="block-component"></bdt> at <bdt class="question"><a href="http://www.yourwealthga.com" target="_blank" data-custom-class="link">http://www.yourwealthga.com</a></bdt><bdt class="statement-end-if-in-editor">, or any website of ours that links to this Privacy Notice</bdt></li></ul><div><bdt class="block-component"><bdt class="block-component"></bdt></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></div><ul><li data-custom-class="body_text" style="line-height: 1.5;">Use <bdt class="question">Financial Planning, Estate Planning and Retirement Planning</bdt>. <bdt class="question">Full scope, comprehensive Financial Planning for individuals preparing for or navigating through retirement.</bdt><bdt class="statement-end-if-in-editor"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></div><ul><li data-custom-class="body_text" style="line-height: 1.5;">Engage with us in other related ways, including any sales, marketing, or events<bdt class="statement-end-if-in-editor"></bdt></li></ul><div style="line-height: 1.5;">Questions or concerns? Reading this Privacy Notice will help you understand your privacy rights and choices. We are responsible for making decisions about how your personal information is processed. If you do not agree with our policies and practices, please do not use our Services.<bdt class="block-component"></bdt> If you still have any questions or concerns, please contact us at <bdt class="question">team@yourwealthga.com</bdt>.</div><div style="line-height: 1.5;"> </div><div style="line-height: 1.5;"> </div><div style="line-height: 1.5;"><h2>SUMMARY OF KEY POINTS</h2></div><div style="line-height: 1.5;">This summary provides key points from our Privacy Notice, but you can find out more details about any of these topics by clicking the link following each key point or by using our <a data-custom-class="link" href="#toc">table of contents</a> below to find the section you are looking for.</div><div style="line-height: 1.5;"> </div><div style="line-height: 1.5;">What personal information do we process? When you visit, use, or navigate our Services, we may process personal information depending on how you interact with us and the Services, the choices you make, and the products and features you use. Learn more about <a data-custom-class="link" href="#personalinfo">personal information you disclose to us</a>.</div><div style="line-height: 1.5;"> </div><div style="line-height: 1.5;">Do we process any sensitive personal information? Some of the information may be considered <bdt class="block-component"></bdt>"special" or "sensitive"<bdt class="statement-end-if-in-editor"></bdt> in certain jurisdictions, for example your racial or ethnic origins, sexual orientation, and religious beliefs. <bdt class="block-component"></bdt>We may process sensitive personal information when necessary with your consent or as otherwise permitted by applicable law. Learn more about <a data-custom-class="link" href="#sensitiveinfo">sensitive information we process</a>.<bdt class="statement-end-if-in-editor"></bdt></div><div style="line-height: 1.5;"> </div><div style="line-height: 1.5;">Do we collect any information from third parties? <bdt class="block-component"></bdt>We do not collect any information from third parties.<bdt class="else-block"></bdt></div><div style="line-height: 1.5;"> </div><div style="line-height: 1.5;">How do we process your information? We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for other purposes with your consent. We process your information only when we have a valid legal reason to do so. Learn more about <a data-custom-class="link" href="#infouse">how we process your information</a>.</div><div style="line-height: 1.5;"> </div><div style="line-height: 1.5;">In what situations and with which <bdt class="block-component"></bdt>types of <bdt class="statement-end-if-in-editor"></bdt>parties do we share personal information? We may share information in specific situations and with specific <bdt class="block-component"></bdt>categories of <bdt class="statement-end-if-in-editor"></bdt>third parties. Learn more about <a data-custom-class="link" href="#whoshare">when and with whom we share your personal information</a>.<bdt class="block-component"></bdt></div><div style="line-height: 1.5;"> </div><div style="line-height: 1.5;">How do we keep your information safe? We have adequate <bdt class="block-component"></bdt>organizational<bdt class="statement-end-if-in-editor"></bdt> and technical processes and procedures in place to protect your personal information. However, no electronic transmission over the internet or information storage technology can be guaranteed to be 100% secure, so we cannot promise or guarantee that hackers, cybercriminals, or other <bdt class="block-component"></bdt>unauthorized<bdt class="statement-end-if-in-editor"></bdt> third parties will not be able to defeat our security and improperly collect, access, steal, or modify your information. Learn more about <a data-custom-class="link" href="#infosafe">how we keep your information safe</a>.<bdt class="statement-end-if-in-editor"></bdt></div><div style="line-height: 1.5;"> </div><div style="line-height: 1.5;">What are your rights? Depending on where you are located geographically, the applicable privacy law may mean you have certain rights regarding your personal information. Learn more about <a data-custom-class="link" href="#privacyrights">your privacy rights</a>.</div><div style="line-height: 1.5;"> </div><div style="line-height: 1.5;">How do you exercise your rights? The easiest way to exercise your rights is by <bdt class="block-component">submitting a </bdt><a data-custom-class="link" href="https://app.termly.io/notify/4ddd9a26-8399-4d6f-8aa9-c8ccb9c5cdd5" rel="noopener noreferrer" target="_blank">data subject access request</a><bdt class="block-component"></bdt>, or by contacting us. We will consider and act upon any request in accordance with applicable data protection laws.</div><div style="line-height: 1.5;"> </div><div style="line-height: 1.5;">Want to learn more about what we do with any information we collect? <a data-custom-class="link" href="#toc">Review the Privacy Notice in full</a>.</div><div style="line-height: 1.5;"> </div><div style="line-height: 1.5;"> </div><div id="toc" style="line-height: 1.5;"><h2>TABLE OF CONTENTS</h2></div><div style="line-height: 1.5;"><a data-custom-class="link" href="#infocollect">1. WHAT INFORMATION DO WE COLLECT?</a></div><div style="line-height: 1.5;"><a data-custom-class="link" href="#infouse">2. HOW DO WE PROCESS YOUR INFORMATION?<bdt class="block-component"></bdt></a></div><div style="line-height: 1.5;"><a data-custom-class="link" href="#whoshare">3. WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?</a><bdt class="block-component"></bdt></a><bdt class="block-component"></bdt><bdt class="block-component"></bdt></div><div style="line-height: 1.5;"><bdt class="block-component"></bdt><bdt class="block-component"></bdt></div><div style="line-height: 1.5;"><a data-custom-class="link" href="#inforetain">4. HOW LONG DO WE KEEP YOUR INFORMATION?</a><bdt class="block-component"></bdt></div><div style="line-height: 1.5;"><a data-custom-class="link" href="#infosafe">5. HOW DO WE KEEP YOUR INFORMATION SAFE?</a><bdt class="statement-end-if-in-editor"></bdt><bdt class="block-component"></bdt></div><div style="line-height: 1.5;"><a data-custom-class="link" href="#infominors">6. DO WE COLLECT INFORMATION FROM MINORS?</a><bdt class="statement-end-if-in-editor"></bdt></div><div style="line-height: 1.5;"><a data-custom-class="link" href="#privacyrights">7. WHAT ARE YOUR PRIVACY RIGHTS?</a></div><div style="line-height: 1.5;"><a data-custom-class="link" href="#DNT">8. CONTROLS FOR DO-NOT-TRACK FEATURES<bdt class="block-component"></bdt></a></div><div style="line-height: 1.5;"><a data-custom-class="link" href="#uslaws">9. DO UNITED STATES RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?</a><bdt class="block-component"></bdt></div><div style="line-height: 1.5;"><bdt class="block-component"></bdt><bdt class="block-component"></bdt><bdt class="block-component"></bdt><bdt class="block-component"></bdt><bdt class="block-component"></bdt><bdt class="block-component"></bdt><bdt class="block-component"></bdt><bdt class="block-component"></bdt><bdt class="block-component"></bdt><bdt class="block-component"></bdt></div><div style="line-height: 1.5;"><a data-custom-class="link" href="#policyupdates">10. DO WE MAKE UPDATES TO THIS NOTICE?</a></div><div style="line-height: 1.5;"><a data-custom-class="link" href="#contact">11. HOW CAN YOU CONTACT US ABOUT THIS NOTICE?</a></div><div style="line-height: 1.5;"><a data-custom-class="link" href="#request">12. HOW CAN YOU REVIEW, UPDATE, OR DELETE THE DATA WE COLLECT FROM YOU?</a></div><div style="line-height: 1.5;"> </div><div style="line-height: 1.5;"> </div><div id="infocollect" style="line-height: 1.5;"><h2>1. WHAT INFORMATION DO WE COLLECT?</h2><h3>Personal information you disclose to us</h3>In Short: We collect personal information that you provide to us.</div><div style="line-height: 1.5;"> </div><div style="line-height: 1.5;">We collect personal information that you voluntarily provide to us when you <bdt class="block-component"></bdt>express an interest in obtaining information about us or our products and Services, when you participate in activities on the Services, or otherwise when you contact us.</div><div style="line-height: 1.5;"> </div><div style="line-height: 1.5;"><bdt class="block-component"></bdt></div><div style="line-height: 1.5;">Personal Information Provided by You. The personal information that we collect depends on the context of your interactions with us and the Services, the choices you make, and the products and features you use. The personal information we collect may include the following:<bdt class="forloop-component"></bdt></div><ul><li data-custom-class="body_text" style="line-height: 1.5;"><bdt class="question">names</bdt></li></ul><div style="line-height: 1.5;"><bdt class="forloop-component"></bdt></div><ul><li data-custom-class="body_text" style="line-height: 1.5;"><bdt class="question">phone numbers</bdt></li></ul><div style="line-height: 1.5;"><bdt class="forloop-component"></bdt></div><ul><li data-custom-class="body_text" style="line-height: 1.5;"><bdt class="question">email addresses</bdt></li></ul><div style="line-height: 1.5;"><bdt class="forloop-component"></bdt><bdt class="statement-end-if-in-editor"></bdt></div><div id="sensitiveinfo" style="line-height: 1.5;">Sensitive Information. <bdt class="block-component"></bdt>When necessary, with your consent or as otherwise permitted by applicable law, we process the following categories of sensitive information:<bdt class="forloop-component"></bdt></div><ul><li data-custom-class="body_text" style="line-height: 1.5;"><bdt class="question">financial data</bdt></li></ul><div><bdt class="forloop-component"></bdt><bdt class="statement-end-if-in-editor"></bdt><bdt class="block-component"><bdt class="block-component"></bdt></bdt><bdt class="block-component"></bdt></div><div style="line-height: 1.5;">All personal information that you provide to us must be true, complete, and accurate, and you must notify us of any changes to such personal information.</div><div style="line-height: 1.5;"><bdt class="block-component"></bdt></bdt><bdt class="block-component"></bdt><bdt class="statement-end-if-in-editor"><bdt class="block-component"></bdt></bdt></bdt><bdt class="block-component"></bdt></div><div style="line-height: 1.5;"> </div><div id="infouse" style="line-height: 1.5;"><h2>2. HOW DO WE PROCESS YOUR INFORMATION?</h2>In Short: We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law. We may also process your information for other purposes with your consent.</div><div style="line-height: 1.5;"> </div><div style="line-height: 1.5;">We process your personal information for a variety of reasons, depending on how you interact with our Services, including:<bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></div><ul><li data-custom-class="body_text" style="line-height: 1.5;">To deliver and facilitate delivery of services to the user. We may process your information to provide you with the requested service.<bdt class="statement-end-if-in-editor"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><bdt class="block-component"></bdt><ul><li data-custom-class="body_text" style="line-height: 1.5;">To enable user-to-user communications. We may process your information if you choose to use any of our offerings that allow for communication with another user.<bdt class="statement-end-if-in-editor"></bdt></li></ul><bdt class="block-component"></bdt></li></ul><bdt class="block-component"></bdt></li></ul><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt></li></ul><div style="line-height: 1.5;"><bdt class="block-component"></bdt><bdt class="block-component"></bdt><bdt class="block-component"></bdt><bdt class="block-component"></bdt></div><div style="line-height: 1.5;"> </div><div id="whoshare" style="line-height: 1.5;"><h2>3. WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?</h2>In Short: We may share information in specific situations described in this section and/or with the following <bdt class="block-component"></bdt>categories of <bdt class="statement-end-if-in-editor"></bdt>third parties.</div><div style="line-height: 1.5;"><bdt class="block-component"></bdt></div><div style="line-height: 1.5;"> </div><div style="line-height: 1.5;">Vendors, Consultants, and Other Third-Party Service Providers. We may share your data with third-party vendors, service providers, contractors, or agents (<bdt class="block-component"></bdt>"third parties"<bdt class="statement-end-if-in-editor"></bdt>) who perform services for us or on our behalf and require access to such information to do that work. <bdt class="block-component"></bdt><bdt class="block-component"></bdt></div><div style="line-height: 1.5;"> </div><div style="line-height: 1.5;">The <bdt class="block-component"></bdt>categories of <bdt class="statement-end-if-in-editor"></bdt>third parties we may share personal information with are as follows:<bdt class="block-component"></bdt><bdt class="forloop-component"></bdt></div><ul><li data-custom-class="body_text" style="line-height: 1.5;"><bdt class="question">Data Storage Service Providers</bdt></li></ul><div><

Privacy Policy

This website uses cookies.