Legal
Privacy Policy
Last updated: [Date to be set before launch]
Westhaven Financial Group ("we") respects your privacy. This policy describes how we handle information submitted through this website.
Information We Collect
When you request a consultation, we collect your name, email, phone number, state of residence, age range, areas of interest, preferred contact method, optional approximate asset range, and any message you provide. We do not request Social Security numbers, bank account details, or other sensitive financial credentials through this website.
How We Use Information
We use this information to respond to your request, schedule consultations, and provide related follow-up. We do not sell your personal information.
Data Security
Submitted information is stored securely and access is restricted to authorized personnel.
Your Choices
You may request access to, correction of, or deletion of your information at any time by reaching us through the contact page. We will respond to your request promptly.