Legal
Privacy Policy
Draft — to be reviewed and approved by qualified counsel before launch.
This Privacy Policy describes how Elevate Advisory Professionals ("Elevate," "we," "us") collects and uses information submitted through this website.
Information we collect
When you submit an assessment, contact form, or calculator request, we collect the details you provide, such as your name, email, phone number, the services you are interested in, optional answers about your situation, and any mortgage calculator estimates you choose to include.
We do not request Social Security numbers, bank login credentials, or full credit report information through ordinary website forms. Please do not submit this information.
How we use information
We use your information to respond to your request, schedule consultations, provide educational resources, and improve our services. We do not sell your personal information.
Communications consent
By checking the consent box on our forms, you agree that we may contact you by email, phone, or text about your request. You may opt out at any time.
Security
Submissions are stored in a secured database with access restricted to authorized administrators.
Contact
Questions about this policy can be sent using the contact details listed on our Contact page.