Privacy Policy

Effective date: January 3, 2026

This Privacy Policy explains how Loan Do Financial (“we,” “us,” or “our”) collects, uses, and protects information when you visit our website or contact us about tax and insurance services.

Information We Collect

• Contact information: such as your name, email address, phone number, and messages you submit through forms or email.
• Service inquiry information: details you provide about the services you are requesting (e.g., general tax or insurance questions).
• Website usage data: limited technical data such as browser type, device information, pages visited, and approximate location derived from IP address.

Sensitive Information

Please do not submit sensitive personal information through this website (for example, Social Security numbers, full tax documents, payment card numbers, or medical information) unless we explicitly provide a secure method for doing so. If we need sensitive information, we will provide instructions for a more secure channel.

How We Use Information

• To respond to your inquiries and provide requested information about our services.
• To schedule consultations and communicate with you.
• To operate, maintain, and improve the website.
• To comply with legal obligations and protect against fraud or misuse.

Cookies and Analytics

We may use cookies or similar technologies to improve site functionality and understand usage. If we use analytics tools, they may collect information about your interactions with the site. You can adjust your browser settings to refuse cookies; however, some site features may not function properly.

How We Share Information

We do not sell your personal information. We may share information in the following limited circumstances:

• Service providers: vendors who support website hosting, email, scheduling, or IT services, under appropriate confidentiality obligations.
• Legal requirements: when required by law, regulation, subpoena, or court order.
• Protection and security: to protect the rights, safety, and security of our business and users.

Data Retention

We retain information for as long as necessary to respond to inquiries, provide services, comply with legal obligations, and resolve disputes. Retention periods may vary depending on the nature of the information and applicable requirements.

Security

We take reasonable administrative, technical, and physical measures to protect information. However, no method of transmission or storage is completely secure. Please use caution when sharing information online.

Your Choices

• You may request access to, correction of, or deletion of your personal information, subject to legal limitations.
• You may opt out of non-essential cookies through your browser settings.

California Privacy Notice

If you are a California resident, you may have additional rights under applicable California privacy laws. We do not sell or share personal information for cross-context behavioral advertising as those terms are defined under California law. You may contact us to exercise applicable rights, subject to verification and legal limitations.

Children’s Privacy

This website is not intended for children under 13, and we do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.

Contact

If you have questions about this Privacy Policy, please contact us:

Loan Do Financial
Email: info@loandofinancial.com

← Back to Home