Privacy Policy

Information We Collect

We collect information you provide directly to us, including your name, email address, phone number, and any other information you choose to provide when you contact us, schedule a consultation, or use our services. We may also collect information about your use of our website through cookies and similar technologies.

How We Use Your Information

We use the information we collect to provide, maintain, and improve our services; to communicate with you about your consultation requests and financial inquiries; to send you information about our services that may be of interest to you; and to comply with legal obligations.

Information Sharing

We do not sell, trade, or otherwise transfer your personal information to outside parties without your consent, except as required by law or as necessary to provide our services. We may share your information with trusted third parties who assist us in operating our website and conducting our business, provided those parties agree to keep this information confidential.

Data Security

We implement appropriate security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. All client communications and financial information are handled with the highest level of discretion and confidentiality.

Confidentiality

All information shared with HAPPY2FUND in the context of a consultation or advisory relationship is treated as strictly confidential. We do not disclose client information to third parties without explicit consent, except as required by law or court order.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us at [email protected] or by phone at (800) 598-5000.

Last updated: June 2026