
Bright Horizon Financial Services (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and protect information when you visit our website or book a consultation.
When you interact with our website or schedule a consultation, we may collect:
Name
Email address
Phone number
Information you voluntarily provide through forms or bookings
Technical data such as IP address, browser type, and device information
We only collect information that is necessary to provide educational services and respond to inquiries.
Your information may be used to:
Schedule and conduct Zoom consultations
Respond to inquiries or requests
Provide educational information related to financial planning topics
Improve our website and user experience
Comply with legal and regulatory requirements
We do not sell or rent your personal data.
We do not collect sensitive financial details (such as bank account numbers or investment account credentials) through this website.
Any financial discussion during consultations is educational in nature and based solely on information you voluntarily share.
We may share information only with:
Trusted service providers (e.g., scheduling tools, email platforms) strictly for operational purposes
Legal or regulatory authorities when required by law
All third-party providers are required to maintain appropriate confidentiality and security standards.
Our website may use cookies or similar technologies to:
Improve website functionality
Analyze traffic and performance
You may disable cookies in your browser settings if you prefer.
We take reasonable administrative and technical measures to protect your personal information. However, no method of transmission over the internet is 100% secure.
Depending on your location, you may have the right to:
Access your personal data
Request corrections
Request deletion of your information
To make a request, please contact us using the information below.
Our services are intended for adults only. We do not knowingly collect information from individuals under the age of 18.
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.
If you have questions about this Privacy Policy, please contact:
Bright Horizon Financial Services
Copyright 2025. Bright Horizon Financial Services . All Rights Reserved.