Privacy Policy

Last Updated: December 2024

Our Commitment to Your Privacy

At Oakwood Financial Partners, we understand that your financial information is deeply personal. We are committed to protecting your privacy and maintaining the confidentiality of all information you share with us.

Information We Collect

We collect information that you voluntarily provide to us through:

  • Contact forms and consultation requests
  • Financial calculators and assessment tools
  • Email communications and correspondence
  • Client intake and onboarding processes

How We Use Your Information

We use the information you provide to:

  • Respond to your inquiries and consultation requests
  • Provide financial services and support
  • Communicate important updates and information
  • Improve our services and user experience

Data Security

We implement institutional-grade security measures to protect your information from unauthorized access, disclosure, alteration, or destruction. All data is encrypted and stored securely.

Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share information only when:

  • You have given explicit consent
  • Required by law or legal process
  • Necessary to protect our rights or safety

Your Rights

You have the right to access, correct, or delete your personal information at any time. Contact us to exercise these rights or if you have questions about our privacy practices.

Contact Us

If you have questions about this Privacy Policy, please contact us:

Phone: (508) 964-2040