Privacy Policy

Information You Provide Directly

We collect information you voluntarily provide when you submit forms, request a consultation, or communicate with us:

• Personal Identifiers: Full name, email address, phone number, and mailing address
• Financial Profile: Credit score range, financial goals, and general financial background
• Communications: Messages, inquiries, and feedback you submit to us
• Scheduling Data: Appointment preferences and booking information

Information Collected Automatically

When you visit our website, we automatically collect certain technical data:

• Device & Browser Data: IP address, browser type and version, operating system
• Usage Data: Pages visited, time spent on site, links clicked, and referring URLs
• Location Data: General geographic location based on IP address
• Cookie Data: See Section 4 for full cookie details

We use your personal information for the following lawful business purposes:

We do not sell, trade, or rent your personal information to third parties. We may share your data only in these limited circumstances:

• Service Providers: Trusted vendors who help operate our website and deliver services (CRM platforms, payment processors, scheduling tools) — bound by strict confidentiality agreements
• Legal Requirements: When required by law, court order, or government authority, or to protect the rights and safety of our clients and company
• Business Transfers: In connection with a merger, acquisition, or asset sale — subject to standard confidentiality protections
• With Your Consent: For any other purpose only with your explicit prior written consent

We use cookies and similar technologies to enhance your experience on our website. You can control cookie preferences through your browser at any time.

• Essential Cookies: Required for core website functionality — cannot be disabled
• Analytics Cookies: Help us understand how visitors interact with our site (e.g., Google Analytics)
• Marketing Cookies: Used to deliver relevant content and measure campaign performance
• Functional Cookies: Remember your preferences and settings for an improved experience

To opt out of interest-based advertising, visit optout.aboutads.info or adjust your browser's cookie settings.

We implement industry-standard technical and organizational security measures to protect your information against unauthorized access, disclosure, alteration, and destruction:

• SSL/TLS encryption for all data transmitted to and from our website
• Secure, access-controlled storage systems for all client records
• Regular security audits and vulnerability assessments
• Staff training on data protection and confidentiality best practices
• Strict need-to-know access controls for all personal data

Depending on your location, you may have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your data, subject to certain legal exceptions
• Opt-Out: Unsubscribe from marketing at any time via the "unsubscribe" link in any email or by contacting us directly
• Data Portability: Request a machine-readable copy of your data where technically feasible
• Restriction: Request limits on how we process your information in certain circumstances

To exercise any of these rights, contact us at [email protected]. We will respond within 30 days of receiving your request.

We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy or as required by law:

• Client service records are retained for a minimum of 7 years in compliance with financial services regulations
• Marketing data is retained until you opt out or request deletion
• Website analytics data is retained for up to 26 months
• Communication records are retained for 3 years from last interaction

Upon expiration of applicable retention periods, your information will be securely deleted or anonymized.

Our website may contain links to third-party websites including scheduling platforms, payment processors, and partner resources. These sites operate under their own privacy policies, which we do not control.

We encourage you to review the privacy policy of any third-party site before submitting personal information. Unity Consulting Advisors is not responsible for the privacy practices of external sites.

Our services are intended for adults (18 years of age and older). We do not knowingly collect personal information from individuals under the age of 18.

If you believe a minor has submitted personal information to us, please contact us immediately at [email protected] and we will promptly delete that information from our records.

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make material changes, we will:

• Update the "Last Updated" date at the top of this policy
• Post a notice on our website homepage for 30 days following the update
• Send an email notification to active clients where required by law

Your continued use of our website or services after any changes constitutes your acceptance of the updated policy. We encourage you to review this page periodically.

If you have questions, concerns, or requests regarding this Privacy Policy or your personal information, please contact us through any of the following:

• Email: [email protected]
• Phone: +1 (347) 601-1818
• Mail: 104 W Elms Rd Ste 200, Killeen, TX 76542
• Hours: Monday – Friday, 9:00 AM – 6:00 PM CST

We are committed to resolving any privacy concerns promptly and transparently. If you are not satisfied with our response, you may have the right to lodge a complaint with your local data protection authority.