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Privacy Policy
Introduction: At Think StrategIQ, LLC, we prioritize the privacy and security of our clients’ personal information. This Privacy Policy details how we handle and protect your information when you engage with our services through our website, https://thinkstrategiq.com.
Information We Collect:
Personal Identification Information: Name, address, email, phone number, and other contact details.
Financial Data: Information related to your financial situation including income, investments, and other financial products as part of our financial planning and advice services.
Health Information: Relevant where it pertains to financial products requiring such details.
Use of Your Information:
Service Provisioning: To manage and administer the financial services and products we offer.
Client Support: To provide personalized support and to respond to inquiries.
Improvement and Personalization: To enhance our services and personalize your experience based on your preferences and interactions with us.
Compliance and Legal Obligations: To meet regulatory requirements and adhere to legal standards.
Sharing and Disclosure:
Service Providers: We share information with third-party service providers who assist in delivering our services.
Legal Requirements: When required by law, such as for compliance with a legal obligation, or in response to lawful requests by public authorities.
Business Transfers: In connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company.
Data Security: We implement robust security measures designed to protect your personal information from unauthorized access, alteration, disclosure, or destruction. We regularly review our security practices to enhance the protection of your information.
Data Retention: We retain personal information only for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required or permitted by law.
Your Rights: You have the right to access, correct, or delete your personal information maintained by us. Additionally, you may object to or restrict the processing of your data in certain circumstances.
Cookies and Tracking Technologies: We use cookies and similar tracking technologies to monitor interactions with our website and tailor your experience. You may control these through your browser settings.
Changes to this Policy: We may update this privacy policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We encourage you to review this policy periodically to stay informed about how we are protecting your information.
Contact Us: For questions or concerns regarding this policy or your personal information, please contact us at:
Email: [email protected]
Effective Date: This Privacy Policy is effective as of July 1, 2024.
Advanced Wealth Strategies for Growth-Minded Professionals and Business Owners
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Available for in person meetings throughout Phoenix, AZ Metro Area
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This website is intended to provide general information about Think StrategIQ and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services is provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
Think StrategIQ is not a law firm and does not provide legal or tax advice. Any information provided by Think StrategIQ is intended for informational purposes only and should not be construed as legal or tax advice. We strongly recommend consulting with a qualified attorney or tax professional for advice specific to your individual circumstances.