Effective Date: May 07. 2025

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At Joseph’s Financial ("we," "us," "our"), we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and protect the information you provide when using our services.

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Information We Collect

We collect personal information that you voluntarily provide when contacting us or scheduling an interview, including but not limited to:

• Name

• Email address

• Phone number

• Mailing address

• Financial information (for consultation purposes)

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How We Use Your Information

We use the information we collect to:

• Provide you with the financial services you requested

• Communicate with you about our services

• Process your inquiries and appointments

• Improve our services and website

• Send promotional materials or updates, with your consent

 

How We Protect Your Information

We implement a variety of security measures to ensure the safety of your personal data, including encryption and secure storage methods.

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Sharing Your Information

We do not sell, rent, or trade your personal information to third parties. However, we may share your information with trusted service providers or affiliates who assist in operating our business, such as marketing and IT services, as long as they agree to keep your information confidential.

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Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website, analyze usage patterns, and improve the performance of our site.

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Your Rights

You have the right to:

• Access the personal information we have about you

• Request correction of any inaccurate information

• Opt out of marketing communications

• Request deletion of your information, subject to applicable legal requirements

 

To exercise these rights, please contact us at verae@josephsfinancial.com, jake@josephsfinancial.com.

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Updates to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will post the updated policy on this page and update the effective date above. We encourage you to review this Privacy Policy periodically.

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Contact Us

If you have any questions about this Privacy Policy, please contact us at:
Email: Estateplanning@josephsfinancial.com
Phone: (505)900-1147