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Privacy Policy

Last updated: [Date]

Information We Collect

We collect information you provide directly, including your name, email address, phone number, and any information you include in contact forms or workshop registrations. We may also collect website usage data through analytics tools.

How We Use Your Information

We use your information to respond to your inquiries, schedule appointments, send educational content you've requested, and improve our services. We do not sell your personal information to third parties.

Information Sharing

We may share your information with service providers who assist us in operating our website and conducting our business (such as email platforms and scheduling tools), but only to the extent necessary for them to provide their services. We may also disclose information when required by law or to protect our rights.

Cookies and Tracking

Our website may use cookies and similar tracking technologies to improve your experience and analyze website traffic. You can control cookie preferences through your browser settings or through our cookie consent banner.

Data Security

We implement appropriate security measures to protect your personal information. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.

Your Rights

You may request access to, correction of, or deletion of your personal information at any time by contacting us. You may also opt out of marketing communications by clicking "unsubscribe" in any email we send.

Contact

If you have questions about this Privacy Policy, please contact us at [email — Rich to confirm] or (813) [XXX-XXXX].

[Broker-Dealer/RIA Name] is a [Registered Investment Adviser / Broker-Dealer], FINRA/SIPC. [Representative Type] of [BD/RIA], Member FINRA/SIPC. The Protective Wealth Group and [BD/RIA Name] are separate entities.

Securities and advisory services offered through [BD/RIA Name]. CRD# [Number]. Rich Ison is a registered representative and/or investment adviser representative. Insurance products offered through [Insurance Entity].

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or advisory service. All investments involve risk, including loss of principal. Past performance does not guarantee future results. Tax, legal, and estate planning information is general in nature. Consult a qualified professional for advice specific to your situation.

Check the background of your financial professional on www.adviserinfo.sec.gov or brokercheck.finra.org.

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