Privacy Policy

We may collect information that you voluntarily provide, including:

• Your name, email address, phone number, and mailing address.
• Information included in consultation requests, messages, emails, or calls.
• Documents or records you choose to provide after establishing contact.
• Business relationship and service information needed to respond to an inquiry.

Our website or hosting providers may also automatically receive limited technical information, such as your IP address, browser type, device type, referring page, pages visited, and approximate access time. Please do not send Social Security numbers, financial account credentials, medical records, court-protected information, or other highly sensitive material through a general website form or unsecured email unless we specifically provide a secure method.

We may use information to:

• Respond to questions and consultation requests.
• Evaluate whether our services may be appropriate for your needs.
• Provide, administer, improve, and secure our services and website.
• Maintain business records and communicate about an existing relationship.
• Comply with legal, court, regulatory, professional, or contractual obligations.
• Prevent fraud, misuse, security incidents, or harm.

The website may use cookies or similar technologies that are necessary for site functionality, security, performance, or hosting. We do not currently use this website to sell personal information or for cross-context behavioral advertising. If our technology or practices materially change, this policy will be updated.

We may disclose information:

• To service providers that support hosting, communications, security, document management, payment processing, or other business operations.
• To attorneys, accountants, courts, government agencies, financial institutions, care professionals, or other parties when authorized, necessary for requested services, or required by law.
• To protect the rights, safety, property, confidentiality, or security of clients, TrustForce Advisors, or others.
• In connection with a merger, reorganization, financing, sale, or transfer of all or part of the business, subject to appropriate confidentiality protections.

We do not sell personal information for money.

We retain information only as long as reasonably necessary for the purposes described here, our professional and business records, dispute resolution, and applicable legal obligations. We use reasonable administrative, technical, and physical safeguards, but no internet transmission, email, or storage system can be guaranteed completely secure.

You may ask to review, correct, or delete personal information that we maintain about you, subject to identity verification and legal, contractual, court, recordkeeping, or professional obligations. You may also opt out of nonessential promotional email by using the instructions in the message or contacting us. Rights vary by location, and we will respond as required by applicable law.

This website is not directed to children under 13, and we do not knowingly collect their personal information through the website. Links to third-party sites are governed by those parties' privacy practices, not this policy.

We may revise this policy as our services, technology, or legal obligations change. The effective date above identifies the latest version.