Privacy Policy
Last updated: November 9, 2025
Information We Collect
When you use our website or contact us, we may collect information including your name, email address, phone number, company name, and details about your 1031 exchange project. We collect this information when you voluntarily submit it through our contact forms or other communication channels.
How We Use Your Information
We use the information you provide to respond to your inquiries, deliver exchange advisory services, send transactional emails, and improve our website. We do not sell your personal information to third parties.
Data Security
We implement reasonable security measures to protect your personal information. However, no method of transmission over the internet is completely secure. We cannot guarantee absolute security of your data.
Third Party Services
We use third party services including SendGrid for email delivery, Cloudflare Turnstile for spam prevention, and Zapier for workflow automation. These services may process your information in accordance with their own privacy policies.
Cookies and Tracking
Our website may use cookies and similar tracking technologies to improve functionality and analyze usage. You can control cookie preferences through your browser settings.
Your Rights
You have the right to access, update, or delete your personal information. To exercise these rights, contact us at [email protected].
Changes to This Policy
We may update this privacy policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the last modified date.
Contact Us
If you have questions about this privacy policy, please contact us at [email protected].