Secure Your Financial Future Today

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Privacy Policy

Last Updated: December 2024

Information We Collect

We collect information you provide directly to us, such as when you request a consultation, subscribe to our newsletter, or contact us. This may include your name, email address, phone number, and financial information relevant to our services.

How We Use Your Information

We use the information we collect to:

• Provide financial consultation and advisory services
• Communicate with you about our services
• Send you financial education materials (with your consent)
• Comply with legal and regulatory requirements

Information Sharing

We do not sell, trade, or otherwise transfer your personal information to third parties except as described in this policy or with your explicit consent. We may share information with trusted service providers who assist us in operating our business.

Data Security

We implement appropriate security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Your Rights

You have the right to access, update, or delete your personal information. You may also opt out of marketing communications at any time.

Contact Us

If you have questions about this Privacy Policy, please contact us at [email protected] or +1 (312) 555-0187.

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Terms of Service

Last Updated: December 2024

Acceptance of Terms

By accessing and using our website and services, you accept and agree to be bound by the terms and provision of this agreement.

Services Description

Clarity Financial Consulting provides financial planning, investment advisory, and related financial services. All advice is provided for educational and informational purposes.

Investment Disclaimers

All investments involve risk including potential loss of principal. Past performance does not guarantee future results. Investment advisory services are provided only after entering into an advisory agreement.

Limitation of Liability

Our liability is limited to the fees paid for our services. We are not liable for any indirect, incidental, or consequential damages arising from the use of our services.

Professional Standards

We adhere to fiduciary standards and are committed to acting in our clients' best interests. We maintain appropriate professional licenses and registrations.

Modifications

We reserve the right to modify these terms at any time. Changes will be posted on our website with an updated effective date.

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DMCA Policy

Last Updated: December 2024

Copyright Protection

Clarity Financial Consulting respects the intellectual property rights of others and expects users of our website to do the same.

DMCA Notice Procedure

If you believe that content on our website infringes your copyright, please provide our designated agent with the following information:

• A physical or electronic signature of the copyright owner
• Identification of the copyrighted work claimed to have been infringed
• Identification of the material that is claimed to be infringing
• Contact information including address, telephone number, and email
• A statement of good faith belief that use of the material is not authorized
• A statement that the information is accurate and you are authorized to act

Designated Agent

DMCA notices should be sent to:

Clarity Financial Consulting
875 North Michigan Avenue, Suite 3200
Chicago, IL 60611, USA
Email: [email protected]

Counter-Notification

If you believe your content was removed in error, you may submit a counter-notification with the required information as specified by the DMCA.

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GDPR Compliance

Last Updated: December 2024

Your Rights Under GDPR

If you are a resident of the European Union, you have the following rights regarding your personal data:

• Right to Access: You can request information about how we process your data
• Right to Rectification: You can request correction of inaccurate data
• Right to Erasure: You can request deletion of your personal data
• Right to Restrict Processing: You can request limitation of data processing
• Right to Data Portability: You can request transfer of your data
• Right to Object: You can object to certain types of processing

Legal Basis for Processing

We process your personal data based on:

• Your consent for marketing communications
• Contractual necessity for providing our services
• Legitimate interests for business operations
• Legal obligations for regulatory compliance

Data Retention

We retain your personal data only as long as necessary for the purposes outlined in our Privacy Policy or as required by law.

International Transfers

If we transfer your data outside the EU, we ensure appropriate safeguards are in place to protect your information.

Exercising Your Rights

To exercise any of these rights, please contact us at [email protected] or +1 (312) 555-0187.