Legal

Privacy Policy

Placeholder document

This is placeholder privacy policy text and is not a complete or legally reviewed document. Before this site goes live, have actual counsel draft or review a privacy policy that accurately reflects how Financial Vision & Investment Services, Inc. collects, uses, and protects client and prospect information.

Information We Collect

Information submitted through our contact form (name, email, phone, and any details you share about your situation), and standard website analytics data (pages visited, general location, device type).

How We Use It

To respond to your inquiry, schedule consultations, and, for existing clients, to provide the financial planning services you’ve engaged us for. We do not sell your personal information.

Information Sharing

We may share information with service providers who help us operate (such as our CRM or scheduling tools) under confidentiality obligations, or as required by law or regulation.

Your Choices

You may request that we delete information you’ve submitted through this website at any time by contacting us directly.

Questions about this policy can be sent to learnfromcraig@gmail.com.