Privacy Policy

Updated: April 11, 2025

At Trusted Advisor Connect, your privacy is important to us. This Privacy Policy explains what information we collect, how we use it, and how we protect it.

Information We Collect

When you fill out a form on our site, we may collect:

- Your name

- Email address

- Phone number

- Basic financial preferences or goals

We use this information solely to connect you with a vetted financial advisor.

How We Use Your Information

We use your information to:

- Understand your needs and preferences

- Match you with a financial advisor

- Communicate with you about next steps

We do NOT sell your information to third parties.

How We Protect Your Information

We use secure tools and platforms to store your data. We limit access to your information to those directly involved in the advisor matching process.

Third-Party Tools

We may use services like Google Forms, Calendly, or email tools to collect or process your data. These services have their own privacy policies.

Your Rights

We will update or delete your information upon request.

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If you have any questions, contact us at info@trustedadvisorconnect.com