Privacy Policy

Effective Date: 03/13/2025

ID Financial (“Company,” “we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website [www.id-financial.com], use our services, or provide information through our lead forms.

1. Information We Collect

We may collect the following types of personal information when you interact with us:

  • Contact Information (e.g., name, email, phone number)

  • Financial Information (if provided during consultations)

  • Website Usage Data (via cookies and analytics)

2. How We Use Your Information

We use your information to:

  • Provide financial consultation and planning services

  • Respond to inquiries and appointment requests

  • Send relevant updates, newsletters, or promotions (you can opt-out at any time)

  • Improve our website and marketing efforts

3. How We Protect Your Information

We implement security measures to safeguard your personal information. However, no online transmission is 100% secure, and we cannot guarantee absolute security.

4. Sharing of Information

We do not sell, trade, or rent your personal information. We may share data with trusted third-party service providers (e.g., email platforms, scheduling tools) only as necessary to provide our services.

5. Your Rights & Choices

  • You may request access, correction, or deletion of your personal data.

  • You can opt out of marketing emails at any time.

6. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices, so we encourage you to review their policies.

7. Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date.

8. Contact Us

If you have any questions about this policy or your personal data, please contact us at:

📧 Email: paul@id-financial.com

📞 Phone: 206-774-0262