Privacy Policy

Angels Financial ("Angels Financial," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our retirement planning services. By using our site, you agree to the practices described in this policy.

Information We Collect

We may collect personal information that you voluntarily provide to us, including your name, email address, phone number, mailing address, date of birth, and financial information such as details about your retirement accounts, assets, and income, when you fill out a contact form, request a consultation, or communicate with our team. We may also automatically collect certain information when you visit our website, such as your IP address, browser type, device information, and browsing behavior through cookies and similar technologies.

How We Use Your Information

We use the information we collect to:

Respond to your inquiries and schedule consultations
Provide personalized retirement strategies tailored to your goals
Communicate with you about our services, educational content, and updates
Improve our website, services, and client experience
Comply with legal, regulatory, and industry obligations

How We Share Your Information

We do not sell your personal information. We may share your information with trusted third parties who assist us in operating our business, such as financial custodians, service providers, and technology partners, and only to the extent necessary to perform their services. We may also disclose information when required by law, to protect our rights, or in connection with a business transfer such as a merger or acquisition.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience, analyze site traffic, and understand where our visitors come from. You can control or disable cookies through your browser settings, though doing so may affect certain features of our website.

Data Security

We take reasonable administrative, technical, and physical measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this policy, to provide our services, and to comply with legal, accounting, or regulatory requirements applicable to financial services firms.

Your Rights and Choices

Depending on where you live, you may have the right to access, correct, update, or request deletion of your personal information. You may also opt out of receiving marketing communications from us at any time by following the unsubscribe instructions in our emails or by contacting us directly using the information below.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites, and we encourage you to review their privacy policies before providing any personal information.

Children's Privacy

Our website and services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. We will post any updates on this page with a revised "Last updated" date.

Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact us through the details provided on our website. We are happy to help address any questions about your privacy and our data practices.

Get in touch