Privacy Policy
Bennett & Lewis Financial (“Company,” “we,” “our,” or “us”) values your trust and is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with our services, whether online, over the phone, or in person.
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Information We Collect
We may collect the following types of information:
• Personal Information: Name, address, phone number, email, date of birth, and government-issued identification.
• Financial Information: Credit history, income, banking details, insurance information, and other data needed to provide financial services.
• Employment Information: Employer, job title, salary, and benefits (when necessary to provide financial planning services).
• Technical Information: IP address, browser type, device information, and usage data when visiting our website.
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How We Use Your Information
We use the information we collect to:
• Provide financial consultation and related services.
• Review and recommend financial products and strategies.
• Communicate with you regarding services, updates, or required documentation.
• Comply with legal, regulatory, and contractual obligations.
• Improve our services, security, and customer support.
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How We Share Your Information
We do not sell or rent your personal information. We may share your information in the following limited situations:
• With Service Providers: Vendors who perform services on our behalf (e.g., IT support, data storage, compliance providers).
• With Financial Institutions: When necessary to process applications or provide financial products you request.
• For Legal Requirements: To comply with applicable laws, regulations, subpoenas, or government requests.
• With Your Consent: When you authorize us to share your information with a third party.
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Data Security
We maintain appropriate technical, administrative, and physical safeguards to protect your information against unauthorized access, use, or disclosure. While we take precautions, no system or transmission over the internet can be guaranteed to be 100% secure.
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Data Retention
We retain personal and financial information for as long as necessary to provide services, comply with our legal obligations, resolve disputes, and enforce agreements.
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Your Rights
Depending on your state of residence, you may have the right to:
• Access the personal information we maintain about you.
• Request corrections to inaccurate information.
• Request deletion of certain personal information.
• Opt out of marketing communications.
To exercise these rights, please contact us using the details below.
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Cookies and Website Tracking
Our website may use cookies and similar technologies to enhance user experience, analyze site usage, and improve our services. You can manage your cookie preferences through your browser settings.
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Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors.
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Changes to This Privacy Policy
We may update this Privacy Policy from time to time. The “Last Updated” date at the top will reflect the most recent revisions. Continued use of our services after changes are posted constitutes your acceptance of those changes.
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