Privacy Policy

At Money Worth Services, we value the trust you place in us and are committed to protecting your privacy and safeguarding your personal information.

This Privacy Policy explains how we collect, use, store, and protect information obtained through our website, digital platforms, and interactions with our team.

By accessing our website or using our services, you agree to the practices described in this Privacy Policy.

We may collect information that you voluntarily provide, including:

• Full Name
• Email Address
• Mobile Number
• City and State
• Investment Preferences
• Financial Goals
• Information submitted through forms, calculators, questionnaires, or consultation requests

We may also automatically collect certain technical information, including:

• IP Address
• Browser Type
• Device Information
• Website Usage Data
• Cookies and Analytics Information

The information collected may be used to:

• Respond to inquiries and consultation requests
• Provide financial planning and investment-related information
• Improve our website, tools, and user experience
• Share educational content, newsletters, and market updates
• Conduct portfolio reviews and goal-planning discussions
• Comply with applicable legal and regulatory requirements
• Enhance security and prevent unauthorized activities

We use your information solely for legitimate business purposes and client servicing.

Protecting client information is one of our highest priorities.

We implement appropriate administrative, technical, and organizational safeguards to protect personal information from unauthorized access, misuse, disclosure, alteration, or destruction.

While we strive to maintain the highest standards of security, no digital transmission or storage system can be guaranteed to be completely secure.

Money Worth Services does not sell, rent, trade, or commercially distribute your personal information to third parties.

Information may be shared only:

• With authorized service providers supporting our operations
• When required by law, regulation, or regulatory authorities
• To protect our legal rights and comply with legal obligations
• With your explicit consent

Any such sharing is conducted in accordance with applicable privacy and data protection requirements.

Our website may use cookies and analytics tools to understand visitor behavior and improve user experience.

Cookies help us:

• Analyze website traffic
• Improve website functionality
• Personalize user experience
• Enhance website performance

Users may disable cookies through their browser settings; however, certain website features may not function properly.

Our website may contain links to third-party websites or platforms.

Money Worth Services is not responsible for the privacy practices, content, or policies of external websites. Users are encouraged to review the privacy policies of any third-party websites they visit.

Subject to applicable laws, you may request to:

• Access your personal information
• Update or correct information
• Withdraw consent where applicable
• Request deletion of personal information, subject to legal and regulatory obligations

Requests may be submitted through our contact details provided below.

By submitting your information through our website, you consent to receiving communications regarding:

• Financial planning discussions
• Investment-related updates
• Educational content
• Service-related notifications
• Appointment scheduling and follow-ups

You may opt out of non-essential communications at any time.

Our services are intended for individuals capable of entering into legally binding agreements.

We do not knowingly collect personal information from children without appropriate parental or guardian consent.

Money Worth Services reserves the right to update or modify this Privacy Policy at any time to reflect changes in legal, regulatory, operational, or technological requirements.

Any updates will be posted on this page with a revised effective date.

For questions regarding this Privacy Policy or the handling of personal information, please contact:

At Money Worth Services, trust is the foundation of every client relationship. We are committed to protecting your privacy, respecting your personal information, and maintaining the highest standards of confidentiality in every interaction.