Privacy Policy

Welcome to Zen Money Works, your trusted partner in safeguarding and enhancing the financial well-being of

blue-collar skilled tradesmen like you. We take privacy seriously, and our Privacy Policy is designed to provide

you with clear information about how we collect, use, protect, and share personal data.

1. Introduction

This Privacy Policy outlines the types of personal information we may collect when you visit our website or

interact with our services. It explains how we use this information to provide you with secure, reliable, and

legally compliant financial services tailored to your needs as a blue-collar skilled tradesman.

By using our services or visiting our site, you consent to the collection and use of your personal data in

accordance with this policy. If you have any questions about this Privacy Policy, please contact us at 1(970)500-1309.

2. Information We Collect

We may collect the following types of information:

a) Personal Information:

- Contact Information: Your name, email address, and phone number.

- Financial Information: Bank account details or other financial information needed to assess your eligibility

for certain services (e.g., credit checks).

- Health Information: Health-related data necessary for providing health-based retirement income plans.

b) Demographic Information:

- Basic demographic details such as age, gender, and ZIP code. This information may be collected indirectly

through your interactions with our services or website.

3. How We Use Your Information

We use the personal information we collect to:

- Provide Services: To assess and fulfill your request for financial planning services.

- Contact You: To inform you about new features, updates, or special offers.

- Comply with Legal Obligations: To ensure that we comply with applicable laws and regulations regarding data

protection and privacy.

- Improve Our Services: To enhance the quality of our services by gathering feedback and making improvements

based on your needs.

4. Security Measures

We implement reasonable security measures to protect your personal information from unauthorized access,

disclosure, retention, or deletion. These measures include:

- Encryption: Data transmission over the internet is encrypted to protect against unauthorized access.

- Secure Physical Storage: Hard copies of sensitive client data are stored in secure locations accessible only

by authorized personnel.

- Access Restrictions: Limited access to personal information for individuals who need to verify identity or

provide updates, ensuring that only authorized personnel can view or modify this information.

5. Data Sharing

We may share your personal information with third parties as necessary to:

- Provide Services: When we act on behalf of clients in transactions with other businesses.

- Comply with Legal Requirements: To fulfill legal obligations, such as reporting required by law enforcement

agencies.

In such cases, we will ensure that the third-party entities involved understand the nature and purpose of your

data processing. We strive to keep these third parties confidential and avoid sharing personal information

unnecessarily.

6. Your Rights

You have the following rights regarding your personal data:

- Access: You may access the personal information we hold about you.

- Correction: If any information we hold is inaccurate, you may request its correction.

- opt-out of Marketing: You may choose not to receive marketing communications from us without impacting our

ability to provide services.

Please note that opting out of marketing does not affect your right to access or correct your data. We will remove

or disable the information used for marketing purposes promptly upon receipt of such notification.

7. Children's Privacy

We do not collect any personal information about children under the age of 18. If you are a minor, please ensure

that no one collects or shares this information without your explicit consent.

8. Data Retention

We will retain your personal data only as long as it is necessary for the purposes outlined in this policy. We may

also retain it longer if required by law or as needed to fulfill our obligations under any agreements with you.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website or provided to you

via email or other means of communication. Please review this policy periodically and inform us if you have

questions about the updated terms.

10. Conclusion

We are committed to maintaining your trust by providing transparent, secure, and responsible handling of your

personal data. If you have any further questions regarding our Privacy Policy, please contact us at 1(970)500-1309

Thank you for choosing Zen Money Works as your trusted financial advisor.