Privacy Policy

Effective Date: [Insert Date]

At Vitality Wealth Advisors LLC ("we," "us," or "our"), we are committed to protecting your privacy and ensuring the confidentiality and security of your personal information. This Privacy Policy explains how we collect, use, share, and protect your data when you interact with our services, including those provided through our website, applications, and other platforms.

By using our services, you consent to the data practices outlined in this Privacy Policy.

1. Information We Collect

We may collect the following types of personal information from clients, visitors, and users of our services:

Personal Identification Information: Name, address, phone number, email address, social security number, date of birth, and other relevant details for providing financial and benefits-related services.
Financial Information: Income, employment status, bank account information, investment preferences, and other financial details required to offer retirement planning, health insurance, and related services.
Health Information: Medical and insurance-related information for health benefits, including health plans and supplemental coverage.
Online Activity Data: We collect information such as IP addresses, browser types, device information, and usage patterns through cookies, web beacons, and similar technologies.

2. How We Use Your Information

We may use your personal information for the following purposes:

Provide Services: To deliver our financial, retirement, health insurance, and related benefits services, including consultation, enrollment, and ongoing support.
Communication: To communicate with you about your services, provide updates, send marketing materials, or respond to inquiries.
Personalization: To tailor our services, recommendations, and benefits solutions to your unique needs and financial goals.
Legal Compliance: To fulfill legal, regulatory, and contractual obligations related to your services.
Security: To monitor and improve the security of our website and services, prevent fraud, and protect your data.

3. Sharing of Your Information

We may share your personal information with the following parties, under appropriate circumstances:

Service Providers: Trusted third-party vendors who assist us in providing services, processing transactions, and managing data. These service providers are obligated to protect your information and use it only as needed for their role in our operations.
Legal Authorities: If required by law or regulation, we may disclose your information to comply with legal processes, government requests, or in connection with investigations, litigation, or other legal matters.
Business Transactions: In the event of a merger, acquisition, or sale of assets, your personal information may be transferred to the new owner or entity.

We will not sell, rent, or lease your personal information to third parties without your explicit consent.

4. Data Security

We take reasonable steps to protect your personal information from unauthorized access, alteration, disclosure, or destruction. These measures include encryption, firewalls, secure servers, and access control policies. However, no data transmission or storage system can be guaranteed to be 100% secure, and we cannot ensure the complete security of your information.

5. Retention of Your Information

We retain your personal information for as long as necessary to provide services and fulfill legal, regulatory, and contractual obligations. Once your data is no longer needed for these purposes, it will be securely deleted or anonymized.

6. Your Rights and Choices

You have certain rights regarding your personal information, including:

Access: You may request access to the personal information we hold about you.
Correction: You may request corrections to any inaccurate or incomplete personal information.
Deletion: You may request the deletion of your personal information, subject to any legal or contractual requirements.
Opt-Out: You may choose to opt-out of receiving marketing communications from us by following the unsubscribe instructions included in the communication or by contacting us directly.

To exercise any of these rights or make any requests regarding your personal information, please contact us at the details provided below.

7. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience with our website and services. These technologies collect data about your interactions, preferences, and device information to help us improve our website and provide personalized content.

You may adjust your browser settings to refuse cookies or alert you when cookies are being sent. However, some parts of our website may not function properly if cookies are disabled.

8. Links to Third-Party Websites

Our website and services may contain links to third-party websites or services. These external sites are not operated by us, and we are not responsible for their privacy practices. We encourage you to review the privacy policies of any third-party sites you visit.

9. Children's Privacy

Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from minors. If we become aware that we have inadvertently collected information from a child under 18, we will take steps to delete that information.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. When we make changes, we will post the updated policy on our website and update the effective date at the top of this page. We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

11. Contact Us

If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact us at:

Vitality Wealth Advisors LLC
26026 Haggard Nest Dr
Katy, TX 77494
Email: admin@vitalitywealthadvisors.com
Phone: 346-978-8329

By using our services, you acknowledge that you have read and understood this Privacy Policy.