Trusted by 2,500+ families
Your Financial Future,
Thoughtfully Planned
We help individuals and families build lasting wealth through personalized strategies, transparent advice, and a commitment to your long-term success.
Privacy Policy
Effective Date: January 1st, 2026
1. Introduction
[Company Name] ("we," "us," or "our") respects your privacy. This policy explains how we collect and use your information when you visit our website or engage in our financial education services.
2. Information We Collect
We collect information you provide directly to us via forms, calendars, or surveys, including:
* Name and contact information (Email, Phone Number).
* Financial profile data for "Funding Readiness" assessment.
3. SMS/Text Messaging
By providing your phone number, you consent to receive text messages from [Company Name] for appointment reminders and educational updates.
* No Sharing of SMS Data: Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
* Opt-Out: You may text "STOP" at any time to unsubscribe from SMS.
4. Data Security
We implement industry-standard security measures to protect your financial data. We do not sell your personal information to lead generators.
Kelly & Alexander Consulting Group, LLC
Knowledge That Builds Financial Strength
Copyright 2026. K&A Consultants. All rights reserved.