Privacy Policy

Effective Date: 03/13/2026

The Smart Money Pro, LLC ("Company", "we", "our", or "us") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or interact with our services.

By using this website, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect personal and non-personal information when you visit our website, submit forms, request financial information, or interact with us.

Personal Information

This may include:

  • Name
  • Email address
  • Phone number
  • Mailing address
  • Date of birth (when required for insurance quotes)
  • Financial information provided for planning discussions
  • Insurance coverage information
  • Beneficiary information (if voluntarily provided)

We only collect personal information that you voluntarily provide through forms, scheduling tools, email, or other communications.

Non-Personal Information

We may automatically collect:

  • IP address
  • Browser type
  • Device type
  • Pages visited
  • Time spent on pages
  • Referral sources

This information helps us improve website performance and user experience.

2. How We Use Your Information

We may use the information we collect to:

  • Provide financial education and information
  • Respond to inquiries or requests
  • Provide insurance quotes or financial product information
  • Schedule consultations
  • Deliver services related to insurance, retirement planning, and financial strategies
  • Improve our website and marketing efforts
  • Send relevant updates, newsletters, or educational resources
  • Comply with legal and regulatory obligations

3. Sharing of Information

We do not sell your personal information.

We may share your information with:

  • Licensed insurance carriers
  • Financial service providers
  • Compliance partners or regulatory authorities
  • Technology providers assisting with website operation
  • CRM or marketing automation platforms used to communicate with clients

These parties are required to maintain the confidentiality and security of your information.

4. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to improve user experience.

Cookies may help us:

  • Understand visitor behavior
  • Improve website functionality
  • Deliver relevant educational content
  • Track marketing performance

You can disable cookies through your browser settings.

5. Data Security

We take reasonable administrative, technical, and physical measures to protect your personal information from unauthorized access, misuse, or disclosure.

However, no system can guarantee 100% security, and we cannot guarantee absolute protection of information transmitted online.

6. Third-Party Links

Our website may contain links to third-party websites, such as insurance carriers, financial institutions, or educational resources.

We are not responsible for the privacy practices or content of these external websites.

7. Financial and Insurance Information Disclaimer

The Smart Money Pro, LLC provides financial education and insurance solutions through licensed professionals. Information provided on this website is for educational purposes only and should not be considered personalized financial, legal, or tax advice.

Any financial strategies discussed should be reviewed with appropriate licensed professionals before implementation.

8. Your Privacy Rights

Depending on your location (including California residents under the California Consumer Privacy Act – CCPA), you may have the right to:

  • Request access to the personal data we hold about you
  • Request correction of inaccurate information
  • Request deletion of personal information (subject to regulatory requirements)
  • Opt out of marketing communications

To exercise these rights, contact us using the information below.

9. Children's Privacy

Our website and services are intended for individuals 18 years or older. We do not knowingly collect personal information from children under 18.

10. Updates to This Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised effective date.

11. Contact Information

If you have questions about this Privacy Policy or how your information is used, please contact:

The Smart Money Pro, LLC
112 Harvard Ave #2043
Claremont, CA 91711

Email: [email protected]
Phone: (909) 909-5153
Website: www.thesmartmoneypro.com