WealthCrest Financial, LLC

Effective Date: 01/01/2025

At WealthCrest Financial, LLC, your privacy is important to us. This Privacy Policy outlines how we collect, use, protect, and disclose your information when you engage with our services, website, or communication platforms.

1. Information We Collect

We may collect personal information including but not limited to:

- Full name, address, phone number, and email

- Social Security Number, EIN, and tax documents

- Financial records, bank statements, income data

- Credit reports and scores

- Business entity information

- Payment details (when applicable)

This information is collected through intake forms, secure document uploads, phone consultations, and scheduling systems.

2. How We Use Your Information

Your information is used to:

- Provide tax, credit repair, bookkeeping, payroll, and business formation services

- Prepare and file tax returns

- Develop and execute credit repair strategies

- Register and structure business entities

- Maintain internal records for compliance and auditing

- Communicate with you about services, appointments, or required actions

- Send updates, reminders, and promotional offers (you can opt out at any time)

3. Information Sharing and Disclosure

WealthCrest Financial does not sell or rent your personal data. We only share information with:

- Authorized staff and contractors who need it to perform services

- Third-party partners such as tax software providers, credit bureaus, and government agencies as required to fulfill your services

- Legal authorities if required by law, subpoena, or court order

All shared parties are bound by confidentiality and data protection agreements.

4. Data Protection and Security

We take data protection seriously. Your information is secured using:

- Encrypted cloud storage and password-protected systems

- Secure document upload portals

- Limited access based on employee roles

- Regular system updates and cybersecurity monitoring

However, no online system is 100% foolproof. While we do our best to protect your data, we cannot guarantee absolute security.

5. Cookies and Website Tracking

Our website may use cookies to enhance your browsing experience and track website usage. This includes anonymous traffic data and browser type. You can disable cookies through your browser settings.

6. Your Rights

You have the right to:

- Request access to your personal data

- Request corrections or updates

- Request deletion (where applicable by law)

- Opt out of marketing communications at any time

To exercise these rights, email us at:

[email protected]

7. Children’s Privacy

Our services are not intended for children under 18. We do not knowingly collect personal data from minors without parental consent.

8. SMS Communication Disclosure

If you opt in to receive text messages, you may receive appointment reminders, updates, and promotional offers. Message frequency may vary. Message and data rates may apply. You can opt out by replying STOP at any time.

9. Policy Updates

We may update this policy periodically. All updates will be posted on our website. Your continued use of our services constitutes acceptance of these terms.

Contact Us
WealthCrest Financial, LLC
[email protected]