Privacy Policy
What this website collects
This website collects only the information you choose to send through its contact and notification forms: your name, email address, optional phone number, your area of interest, and your message. These forms are protected by Cloudflare Turnstile to prevent automated abuse.
What this website never collects
We do not collect Social Security numbers, tax documents, bank or card details, government identification, passwords, or taxpayer records through this website or by email. That information is handled only inside our secure client-intake platform, which has its own privacy and security practices you'll see before you use it.
How we use your information
To respond to your message, arrange a consultation you requested, notify you when secure intake opens, send a checklist you asked for, and — with your consent — keep you informed about BASI Financial services. You can opt out of messages at any time using the link in any email.
Service providers
Form submissions may be stored in a customer-relationship system and email tool operated on our behalf. Our website is hosted on Cloudflare. We use privacy-respecting analytics to understand how the site is used; analytics do not receive personal information you enter into forms.
Retention
Contact-form messages are kept only as long as needed to respond and maintain our relationship with you. You may ask us to delete your contact information at any time by emailing [email protected].
Your choices
You can browse this site without providing any personal information. You can request access to, correction of, or deletion of the contact information we hold about you.
Contact
Questions about this policy: [email protected].