What we collect

Information you give us. When you fill out a form on our website, chat with our assistant, respond to one of our ads, or call us, you may share your name, phone number, email address, and a description of what you need help with.

Information collected automatically. Like most websites, we use cookies and similar tools — including the Meta (Facebook) Pixel — to understand how visitors use our site and to show our ads to people who may find them useful. These tools collect things like your device type, pages visited, and general location. They do not collect your name or contact details unless you submit a form.

How we use your information

We use your information to:

• Contact you about your request

• Understand your situation so we can point you to the right professional

• Connect you with a licensed professional in our referral network — only as needed to help you

• Keep records of our conversations so we can follow up

• Improve our website and advertising

Who we share it with

We share your information only when it helps you:

• Licensed professionals in our referral network. If your situation calls for a tax professional, licensed insurance agent, loan officer, attorney, or other specialist, we share the details they need to help you.

• Service providers we use to run our business. This includes our customer management system and tools that connect our forms to it. These providers can only use your information to provide services to us.

We do not sell your personal information. We do not share it with anyone for their own marketing.

Advertising and the Meta Pixel

We advertise on Facebook. The Meta Pixel on our site helps us measure whether our ads are useful and reach people who may need our help. You can control how Meta uses your data in your Facebook ad preferences, and you can limit cookies in your browser settings at any time.

How long we keep it

We keep your information as long as we need it to help you and to meet legal and business record requirements. If you ask us to delete it, we will, unless the law requires us to keep it.

Your choices

You can:

• Ask us what information we have about you

• Ask us to correct or delete it

• Opt out of hearing from us at any time

To do any of these, contact us.

Children

Our services are for adults. We do not knowingly collect information from anyone under 18.

Changes to this policy

If we change this policy, we will update this page and the date at the top.

Contact us

RMY Consultants