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Privacy Policy

Privacy Policy

At The Financial KIT LLC, we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information when you use our website and services, including financial planning, estate planning support, and mobile notary services through KIT Seal the Deal.

 

Information We Collect

We may collect personal information such as:

  • Name, phone number, and email address

  • Appointment details and service requests

  • Location information (for mobile notary services)

  • Any information voluntarily submitted through forms or scheduling tools

 

How We Use Your Information

We use your information to:

  • Schedule and provide services

  • Communicate with you regarding appointments

  • Improve our services and customer experience

  • Comply with legal and regulatory requirements

 

Information Sharing

We do not sell or rent your personal information. We may share information:

  • With trusted service providers (e.g., scheduling platforms)

  • As required by law or legal process

  • With third-party partners such as Netlaw for estate-related services, when applicable

 

Data Security

We take reasonable steps to protect your information using appropriate security measures. However, no system can guarantee complete security.

 

Your Rights

You may request access, correction, or deletion of your personal information by contacting us directly.

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