Privacy Policy

Effective Date: April 29th, 2025

At AOS Financial, we respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website and engage with our services.

1. Information We Collect

We collect information that you provide to us directly when you fill out forms, subscribe to our services, schedule consultations, or communicate with us. This may include:

Personal details such as your name, email address, phone number, and mailing address
Financial information relevant to our services (e.g., retirement plans, investment strategies)
Communication preferences (e.g., marketing communications)

2. How We Use Your Information

We use your personal information to:

Provide and personalize our services
Respond to inquiries and requests
Process transactions and communicate with you regarding your account or our services
Send you marketing communications, with your consent, related to our products and services
Comply with legal and regulatory requirements

3. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website. Cookies are small files stored on your device that allow us to track usage patterns, remember preferences, and improve site functionality. You can adjust your browser settings to control cookies, but please note that disabling cookies may affect your experience on the website.

4. Data Security

We take reasonable precautions to protect the personal information you provide through our website. We employ administrative, physical, and technical safeguards to help secure your data. However, please note that no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

5. Sharing Your Information

We do not sell or rent your personal information to third parties. We may share your information with trusted third-party service providers who assist us in delivering our services, such as website hosting, payment processing, and email communications. These service providers are obligated to use your information only for the purposes for which we have contracted them.

We may also disclose your information if required by law, regulation, or legal process, or if we believe it is necessary to protect our rights, the safety of others, or investigate fraud.

6. Your Rights

You have the right to:

Access the personal information we hold about you
Request corrections or updates to your information
Request the deletion of your information (subject to legal and contractual obligations)
Opt out of marketing communications at any time by following the unsubscribe instructions in our emails or contacting us directly

7. Links to Third-Party Websites

Our website may contain links to external websites that are not operated by AOS Financial. We are not responsible for the privacy practices or the content of these third-party sites. Please review their privacy policies before providing any personal information.

8. 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 update the effective date at the top of this page. We encourage you to review this policy periodically to stay informed about how we are protecting your information.

9. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us