Privacy Policy

Effective Date: July 24, 2026

Privacy Policy

At Peaceful Portfolio, we value your privacy and are committed to protecting your personal information.

When you complete a form on our website or through Facebook Lead Ads, we may collect information such as your name, email address, phone number, and any other details you choose to provide.

We use this information to:

• Contact you regarding your requested consultation.
• Provide information about our retirement planning and financial services.
• Respond to your questions and customer service requests.
• Improve our services and communications.

We do not sell, rent, or trade your personal information to third parties.

Your information may be shared only with trusted service providers who help us operate our business or when required by law.

We use reasonable security measures to protect your personal information from unauthorized access, disclosure, or misuse.

You may request access to, update, or delete your personal information by contacting us through our website.

By submitting your information, you consent to the collection and use of your information as described in this Privacy Policy.