• Purpose of Collection – The personal and financial details you provide (including but not limited to income, marital status, age, dependents, and investment accounts) will be used solely for the purpose of assessing your financial situation and providing a tailored consultation.

• Privacy Commitment – We respect your privacy. Your information will not be sold, rented, or shared with any third party for marketing purposes. It will be stored securely and accessed only by authorized personnel involved in your consultation or related services you request.

• Communications Consent – By checking this box, you consent to receive transactional messages related to your account, appointments, or services you have requested. These may include appointment reminders, confirmations, follow-up communications, and account notifications. Message frequency may vary. Message & data rates may apply. Reply HELP for help or STOP to opt-out at any time.

• Legal Compliance – We comply with all applicable privacy and consumer protection laws, including the Telephone Consumer Protection Act (TCPA) and relevant state and federal data privacy regulations.

Accuracy of Information – You confirm that all information provided is true, complete, and accurate to the best of your knowledge. You understand that providing false or misleading information may affect the quality of any recommendations made during your consultation.