Website Privacy Notice

Your privacy matters. This notice explains how information is handled when you use this website or send us an inquiry. Insurance applications, insurer services, and other services may have separate privacy notices.

Information you provide

The inquiry form collects your first and last name, email address, phone number, topic of interest, and any message you choose to provide. You may also contact us directly by email.

Please share only a general description of your question. Do not send Social Security numbers, account details, medical information, passwords, or other confidential information through the inquiry form or ordinary email.

Retirement calculator

The calculator asks for approximate ages, retirement savings, monthly contributions, retirement income goals, expected Social Security or pension income, and modeling assumptions. When you submit your contact details and permission to view an estimate, your answers, assumptions, calculated results, and consent record are sent with your name, email address, and phone number through the Wix inquiry service. We use them to respond and follow up about your retirement goals. The calculator does not automatically subscribe you to a newsletter.

Before you submit, calculator answers are held in the page while you use it. The calculator does not place your financial answers in the page URL or browser local storage. Reloading the page clears the current calculator session; previously submitted inquiries remain in our inquiry records.

How inquiry information is used

We use your information to respond to your questions, arrange a conversation when requested, and follow up about the services you ask about. We generally begin new prospect conversations by email. Your phone number allows us to contact you about your inquiry when appropriate.

The website inquiry form does not automatically subscribe you to a newsletter.

Service providers and sharing

We do not provide website leads to other businesses for their own marketing.

The website and inquiry service use Wix. Submissions are stored in the Wix dashboard, and notification emails are sent to Creed Wealth Management. Hosting and email providers process information to deliver these services. Information may also be disclosed where required by law.

The consultation link opens a Google Calendar booking page. Information you provide there is processed through Google to arrange your appointment and is subject to Google's privacy practices.

Website technology and online tracking

The website uses Wix hosting, externally hosted images, and Google Fonts. These providers may receive technical information, such as an IP address and browser information, when your browser requests their resources. Hosting providers may use cookies or similar technologies for site operation, security, and service measurement.

The website's inquiry form does not change its operation in response to a browser Do Not Track signal. Third-party services may handle browser privacy settings differently, and we do not promise that a browser setting will prevent all processing by those services. You can manage cookies through your browser settings.

Your choices

You can browse without sending an inquiry. To ask about information you have provided, request a correction or deletion, or ask us to stop optional follow-up, email chris@creedwealthmgmt.com. We may need to verify a request before acting on it. Some records may need to be retained to meet applicable obligations.

Retention and sensitive information

Retention can depend on the nature of your inquiry and applicable recordkeeping obligations. Contact us to ask about information associated with a particular inquiry. No website or email service can guarantee complete security; please ask us how to provide sensitive documents through an appropriate channel.

Changes to this notice

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

Contact

Creed Wealth Management
Christopher Creed · California Insurance License #0K11128
chris@creedwealthmgmt.com