Privacy Policy

Last updated: April 5, 2026

1. Information We Collect

Information You Provide

We may collect personal information that you voluntarily provide when you:

• Fill out our contact form (name, email, phone number, message)
• Schedule a consultation or engage our services
• Subscribe to our communications
• Provide financial information as part of our advisory services

Information Collected Automatically

When you visit our website, we may automatically collect:

• Browser type and version
• Operating system
• Pages visited and time spent
• Referring website addresses
• IP address (anonymized where possible)

2. How We Use Your Information

We use collected information to:

• Respond to your inquiries and provide requested services
• Deliver financial advisory and planning services
• Send relevant communications about our services (with your consent)
• Improve our website and service offerings
• Comply with legal and regulatory obligations
• Protect against fraud and unauthorized activity

3. SMS/Text Messaging

• You may opt out at any time by replying STOP to any message
• For help, reply HELP or contact us at darrell@savientfinancial.com
• We do not sell, rent, or share your phone number or SMS opt-in data with third parties for marketing purposes
• Your consent to receive text messages is not a condition of purchasing any services
• Carrier messaging and data rates may apply

4. Information Sharing

We do not sell your personal information. We may share information with:

• Service providers who assist in operating our business (under confidentiality agreements)
• Regulatory bodies as required by applicable financial services laws
• Legal authorities when required by law, subpoena, or court order
• Professional advisors (accountants, attorneys) as needed to serve you

5. Data Security

We implement industry-standard security measures to protect your personal information, including encryption, secure servers, and access controls. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

6. Data Retention

We retain personal information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. Financial records may be retained as required by regulatory standards.

7. Your Rights

Depending on your jurisdiction, you may have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information
• Opt out of marketing communications
• Withdraw consent for data processing

California Residents (CCPA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act, including the right to know what personal information we collect, the right to delete that information, and the right to opt out of the sale of personal information. We do not sell personal information.

8. Cookies

Our website may use cookies and similar technologies to improve user experience and analyze site usage. You can control cookie preferences through your browser settings.

9. Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies.

10. Children's Privacy

Our services are not directed to individuals under 18. We do not knowingly collect personal information from children.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last updated" date. Continued use of our website after changes constitutes acceptance of the updated policy.

12. Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, contact us at:

Savient Financial
Darrell Burns
Email: darrell@savientfinancial.com
California, United States