Legal
Privacy Policy
Smart Alpha Financial (“we,” “us”) respects your privacy. This policy explains what we collect when you use smartalphafinancial.com, request a consultation, enroll in coaching, or communicate with our Fort Myers office.
Information we collect
We collect contact details you submit (name, email, phone, message content), coaching-context information you choose to share (goals, financial concerns, scheduling preferences), and standard technical logs such as IP address, browser type, and pages visited needed to operate and secure the site.
How we use information
We use information to respond to inquiries within 24 hours, deliver coaching and educational services, improve site performance, and meet legal or accounting obligations. We do not sell personal information to data brokers.
Service providers
Trusted vendors may process data for hosting, email delivery, form handling, and analytics. They are permitted to use information only to perform services for us under appropriate safeguards.
Retention & security
We retain client and inquiry records only as long as needed for coaching, compliance, or legitimate business purposes, then delete or anonymize them. We apply reasonable administrative and technical safeguards; no method of transmission is perfectly secure.
Your choices
You may request access, correction, or deletion of personal information we hold, subject to legal exceptions. Contact us via the Contact page or call +1 (888) 264-1528. Related documents: Terms of Service.