Privacy policy

Privacy Policy Overview** At Brandi Jo Newman, we value your trust. Our commitment to providing top-tier Advanced Financial Planning Services extends to safeguarding your personal information. This Privacy Policy outlines how we collect, use, and protect your data when you visit our website or engage with our services from our premises at 7550 W I-10, Suite 800, San Antonio, Texas. **Information We Collect** Brandi Jo Newman collects personal information to deliver personalized financial planning services that meet your specific goals. This information may include your name, contact details, financial status, and other relevant data necessary for us to assist you effectively. We ensure that any personal information collected is pertinent to the service we provide and is handled with the utmost care and confidentiality. **How We Use Your Information** Your personal information is used solely for facilitating the services you have requested. Whether it's consulting on wealth management strategies or offering investment advice, our use of your data is governed by strict protocols ensuring privacy compliance. We may also use your information to send important updates about our services or required regulatory notifications. **Protection of Your Information** We implement robust security measures to protect your personal data from unauthorized access or disclosure. Our systems comply with federal regulations governing financial institutions' privacy standards. These precautions ensure that your sensitive information remains confidential and that it is protected against potential threats. By continuing to use our website or services, you consent to the terms outlined in this Privacy Policy. Should there be changes or updates to our policy, they will be reflected promptly on this page. For any questions or concerns regarding your privacy, please contact us directly at Brandi Jo Newman.