Privacy Policy

Effective Date: January 1, 2026

This Privacy Policy describes how Wealth Guard Financial, LLC collects, uses, and protects personal information when users interact with our website, services, or digital platforms.

Information We Collect

We may collect personal information including:

• name

• email address

• phone number

• business information

• financial information submitted for funding applications

• appointment scheduling details

• communication preferences

This information may be collected through:

• website forms

• chatbot interactions

• voice AI assistants

• appointment booking systems

• partner application portals

How We Use Information

Collected information may be used to:

• respond to inquiries

• schedule consultations

• connect users with funding partners

• introduce users to licensed financial professionals

• provide AI automation services

• improve website functionality

• communicate service updates

Sharing of Information

We may share information with trusted partners when necessary to fulfill service requests.

This may include:

• funding providers and lending partners

• insurance agencies or licensed advisors

• AI service providers

• CRM and communication platforms

Information is shared only for legitimate business purposes related to the services requested by the user.

Communication Consent

By submitting your information through our website or partner platforms, you consent to being contacted by:

• Wealth Guard Financial, LLC

• authorized service partners

Contact methods may include:

• phone calls

• SMS messages

• email communications

• automated outreach systems

Message and data rates may apply.

Users may opt out of communications at any time.

Data Security

We implement reasonable security measures to protect personal information.

However, no method of electronic transmission or storage is completely secure.

Users acknowledge that online communications involve inherent risks.

Cookies and Tracking Technologies

Our website may use cookies and tracking technologies to improve user experience and analyze website traffic.

Cookies may help us understand how visitors interact with the site and allow us to improve functionality.

Users may disable cookies through their browser settings.

Third-Party Platforms

Some services may require interaction with third-party platforms such as scheduling tools, funding applications, or AI technology providers.

Those platforms operate under their own privacy policies.

Users are encouraged to review those policies before submitting personal information.

Children’s Privacy

Our services are intended for individuals 18 years of age or older.

We do not knowingly collect personal information from minors.

Changes to This Policy

Wealth Guard Financial, LLC may update this Privacy Policy periodically.

Updates will be posted on this page with a revised effective date.

Contact

For questions regarding this Financial Services Disclaimer, please contact:

Wealth Guard Financial, LLC

Email: [email protected]

Phone: 727-480-5189