Privacy Policy

Last updated: July 2, 2026

VaultFIA ("we," "us," or "our") respects your privacy. This policy explains what information we collect when you use our website or request a consultation, how we use it, and the choices you have.

Information We Collect

When you submit our consultation form, we collect the information you provide — such as your name, email, phone number, age range, investment range, priorities, and any message. We may also collect limited technical data (such as browser type and pages viewed) to operate and improve the site.

How We Use Your Information

We use your information to respond to your request, schedule and conduct a consultation, prepare a personalized analysis or illustration, and follow up about products and services that may fit your goals. A licensed advisor may contact you by phone, text, or email.

How We Share Information

We do not sell your personal information. We may share it with licensed advisors on our team and with service providers (such as scheduling, CRM, or email tools) that help us operate, and with insurance carriers as needed to service a request. We may disclose information when required by law.

Data Retention & Security

We keep your information only as long as needed for the purposes described here or as required by law, and we use reasonable administrative and technical safeguards to protect it. No method of transmission is 100% secure.

Your Choices

You may opt out of marketing communications at any time by using the unsubscribe link or by contacting us. You may request access to, correction of, or deletion of your information, subject to legal and recordkeeping requirements.

Cookies

The site may use cookies or local storage to remember preferences such as your theme and language. You can control cookies through your browser settings.

Contact

Questions about this policy? Email info@vaultfia.com or call (800) 555-0199. Mailing address: 1150 Selmi Way, Reno, NV.