Privacy Policy

1. Who we are

This website is operated by Basic Financial Literacy LLC, located at 5456 Old Bust Head Road, Broad Run, VA 20137. You can reach us at patrick@basic-financial-literacy.com.

2. Information we collect

When you interact with our website or advertisements, we may collect the following information:

• Name
• Email address
• Phone number
• Investible assets
• Retirement concerns or related financial goals
• Information from cookies, pixels, and similar technologies (see below)

3. How we use your information

We use the information we collect to:

• Respond to your inquiries and provide information you request
• Match you with an independent fiduciary financial advisor
• Improve our website, content, and advertising
• Measure the performance of our marketing campaigns, including Facebook and Meta ads
• Communicate with you about financial education, content, and related offers
• Comply with legal obligations

4. Advisor referrals

We may refer you to independent fiduciary financial advisors who are legally obligated to act in your best interest. Please understand that:

• We may receive compensation when you are connected to or engage with a referred advisor.
• Referred advisors are independent third parties, not employees or agents of Basic Financial Literacy LLC.
• We do not provide investment, tax, or legal advice. Any advice you receive comes directly from the advisor you choose to work with.
• You are under no obligation to work with any advisor we refer.

5. How we share your information

We do not sell your personal information. We may share your information with:

• Fiduciary financial advisors or advisory firms in our referral network
• Service providers who help us operate our website, advertising, and communications
• Legal or regulatory authorities when required by law

6. Facebook and Meta advertising

We advertise on Facebook, Instagram, and other Meta platforms. We may use Meta's advertising tools, including the Meta Pixel, to understand how people interact with our ads and website. This helps us measure ad performance and show relevant ads to people who may be interested in our content and services.

You can learn more about Meta's data practices and manage your ad preferences through Facebook Ad Settings.

7. Cookies and tracking

We and our partners may use cookies, pixels, and similar technologies to collect information about your browsing activity, device, and interactions with our site. You can control cookies through your browser settings. Blocking cookies may affect how some features work.

8. Data retention

We keep your information for as long as needed to fulfill the purposes described in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. If you would like us to delete your information, please contact us.

9. Your choices and rights

Depending on where you live, you may have the right to:

• Access the personal information we hold about you
• Request corrections to inaccurate information
• Request deletion of your personal information
• Opt out of receiving marketing communications
• Restrict or object to certain processing of your information

To exercise any of these rights, email us at patrick@basic-financial-literacy.com.

10. Security

We take reasonable steps to protect your information from unauthorized access, loss, or misuse. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

11. Children's privacy

Our website and services are not directed to children under 18. We do not knowingly collect personal information from children under 18. If you believe we have collected information from a child, please contact us so we can delete it.

12. Changes to this policy

We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date at the top of this page. We encourage you to review this policy periodically.

13. Contact us

If you have questions about this Privacy Policy or how we handle your information, contact us at: patrick@basic-financial-literacy.com