Privacy & Terms

Terms, Privacy & Communication Notice

Effective Date: March 1, 2026

Dynasty Financial Consulting respects your privacy and is committed to handling your information responsibly. This page explains how information is collected and how our website may be used.

1. Website Use

The information on this website is provided for general informational purposes only. It does not constitute legal, tax, or financial advice.

Submitting a contact form or booking a consultation does not create a client relationship. Services are provided only after a formal agreement is signed.

2. Information We Collect

When you use our website, we may collect:

  • Full Name

  • Email Address

  • Phone Number

  • Information you provide in the message section

If you schedule a consultation using our third-party scheduling platform (Calendly), your information is collected through their secure system and subject to their privacy policy.

We do not sell, rent, or trade your personal information.

3. How We Use Your Information

We use your information to:

  • Respond to inquiries

  • Schedule and confirm consultations

  • Communicate regarding services

  • Provide requested consulting services

We only use information for legitimate business purposes.

4. SMS / Text Communication

If you provide your phone number, you may receive text messages related to:

  • Appointment confirmations and reminders

  • Consultation follow-ups

  • Service-related communications

Message frequency varies.

Standard message and data rates may apply.

You may opt out at any time by replying “STOP” to any text message. Once you opt out, you will no longer receive SMS communications unless you provide new consent.

We do not share or sell phone numbers for marketing purposes.

5. Data Protection

We take reasonable steps to protect your personal information. However, no online transmission or storage system can be guaranteed to be completely secure.

6. Changes to This Policy

We may update this notice from time to time. Any updates will be posted on this page with a revised effective date.

Contact Us

If you have questions about this notice or how your information is handled, please contact Dynasty Financial Consulting here.