Last updated November 6, 2026

Privacy Notice

What we collect

We collect your name, email, service interest, optional estimated financial range, and context you submit. For appointments we collect your requested time, duration, time zone, objective, and status. For resource requests we record the guide requested, your name and email. Resource requests do not subscribe you to marketing email. We record your acknowledgments, including the version and submission time, and use limited technical data to prevent spam and duplicates.

Information to keep private

Do not send account numbers, passwords, brokerage or bank credentials, Social Security numbers, card numbers, or confidential financial records through website forms, email, or text.

Use and sharing

We use submissions to assess and respond to requests, manage appointments, provide agreed services, record referrals and commissions, and protect the website. Service providers may process information as needed to provide hosting, scheduling, communication, or payment services. We may disclose information when legally required. We do not sell personal information.

Referral cookie

A first-party cookie remembers the first active referral partner on your browser for up to 30 days. Remove the referral before submitting a form or clear the cookie in your browser. When you confirm a valid referral code and consent, we record attribution. Partners may see the submission reference, date, source, commission amount, status, and payment notes, but not your name, email, financial details, appointment details, or form responses.

Retention and security

We retain information as needed to handle requests, deliver services, maintain business and payment records, resolve disputes, and comply with applicable obligations. Our client-file retention policy is at least five years for signed engagement records, invoices, and deliverables, subject to applicable requirements. The 30-day cookie period does not determine how long a submitted record is kept. Submissions are stored in access-restricted systems. No online system is perfectly secure.

Your choices and Texas privacy requests

To request access, correction, or deletion, email aurumstrategytx@gmail.com. We may need to verify your identity. We handle requests and any applicable Texas privacy rights subject to legal requirements and retention obligations. Use the same contact to report a privacy concern.