Privacy Policy

Last Updated: August 28, 2026

Optimize Financials respects your privacy and is committed to protecting the personal information you provide through this website.

INFORMATION WE COLLECT

We may collect information that you voluntarily provide through this website, including your name, email address, telephone number, areas of interest, and information included in messages or inquiry forms.

We may also receive certain technical information associated with your use of the website, such as browser, device, IP address, cookies, and website usage information through our website platform and related service providers.

HOW WE USE YOUR INFORMATION

We may use information submitted through this website to respond to questions or requests, provide information about educational sessions, follow up regarding financial products, services, or business opportunities you have expressed interest in, operate and improve our website and communications, maintain appropriate business records, and comply with applicable legal or regulatory requirements.

HOW INFORMATION MAY BE SHARED

Optimize Financials does not sell your personal information.

Information may be shared with service providers that assist us in operating this website, processing inquiries, communicating with visitors, or providing requested services. Information may also be disclosed when required by law or as necessary to comply with applicable legal or regulatory obligations.

This website is hosted by Squarespace, which may process information submitted through website forms and other website interactions in order to provide its services.

SENSITIVE INFORMATION

Please do not submit Social Security numbers, financial account numbers, passwords, medical information, or other sensitive personal or financial information through the general contact forms on this website.

If additional information is required in connection with a financial or insurance product or service, it will be collected separately through appropriate authorized processes.

COOKIES AND WEBSITE ANALYTICS

This website may use cookies and similar technologies for website functionality and to better understand website traffic and usage. Your browser may allow you to limit or disable certain cookies.

THIRD-PARTY WEBSITES

This website may contain links to third-party websites or services. Optimize Financials is not responsible for the privacy practices, security, or content of third-party websites. We encourage visitors to review the privacy policies of those providers.

DATA SECURITY

Reasonable measures are used to safeguard information submitted through this website. However, no method of electronic transmission or storage can be guaranteed to be completely secure.

YOUR CHOICES

You may contact Optimize Financials to request correction or updating of personal information you have submitted through this website, subject to applicable legal, regulatory, and record-retention requirements.

CHANGES TO THIS PRIVACY POLICY

This Privacy Policy may be updated periodically. Changes will be posted on this page with an updated revision date.

CONTACT US

Questions regarding this Privacy Policy may be submitted through the contact information provided on the Optimize Financials website.