Privacy Policy

Last updated: July 29, 2024

Wealthdox ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services.

1. Information We Collect

We may collect personal information that you voluntarily provide to us when you fill out our retirement quiz, book a consultation, or otherwise contact us. This information may include your name, email, phone number, city, age, and financial details relevant to retirement planning.

2. Use of Your Information

We use the information we collect to provide you with our services, including generating retirement estimates, scheduling consultations, and sending you relevant communications. We operate on a consent-based model and will not sell your data.

3. Data Storage

Your data is stored securely. For quiz submissions, we may use third-party services like a CRM to manage contact information and automate communications.

4. Your Rights

You have the right to access, correct, or delete your personal information. You can unsubscribe from our communications at any time.

5. Contact Us

If you have any questions about this Privacy Policy, please contact us.