Privacy Policy

Effective Date: [MM/DD/YYYY]

Jeisson Gil, P.A. (“we,” “our,” “us”) values your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal information.

Information We Collect:

• Name, phone number, email address, and mailing address when you submit a contact form or schedule a consultation.

• Financial details you choose to provide for the purpose of preparing a Financial Needs Analysis (FNA).

• Technical data such as IP address, browser type, and website usage patterns through cookies and analytics tools.

How We Use Your Information:

• To respond to inquiries and provide requested services.

• To prepare and deliver financial planning analyses and recommendations.

• To send educational materials, updates, and offers (with your consent).

• To comply with legal and regulatory requirements.

Information Sharing:

• We do not sell your personal information.

• We may share your data with trusted service providers (e.g., scheduling tools, CRM systems) under confidentiality agreements.

• We may disclose information as required by law or regulatory authorities.

Your Rights:

• Request access to your personal data.

• Request correction or deletion of your information.

• Opt out of marketing communications at any time.

Security:

We use industry-standard security measures to protect your data from unauthorized access or disclosure.

Contact Us:

For privacy-related questions, email [email protected].