Privacy policy.

Privacy Policy

Effective Date: 3-31-2025

The Tax Efficient Advisor LLC respects your privacy and is committed to protecting your personal information. This Privacy Policy outlines how we collect, use, and safeguard the limited information you provide when interacting with our website.

1. Information We Collect

We may collect the following personal information when you voluntarily submit it through our website:

  • Your name

  • Your email address

This information is typically collected when you subscribe to our newsletter, download resources, or request a consultation.

2. How We Use Your Information

We use your information to:

  • Send newsletters, educational content, or event updates

  • Respond to your inquiries or requests

  • Share information about services and resources that may be of interest

We will never sell or rent your personal information.

3. Information Sharing

We may share your information with trusted third-party service providers (such as our email marketing platform) solely for the purpose of delivering our communications. These providers are contractually obligated to keep your information secure and use it only for authorized purposes.

We do not share your information with outside parties for marketing or sales purposes.

4. Data Security

We use appropriate technical and organizational measures to protect your information. However, no method of transmission over the internet is 100% secure, and we encourage you to contact us directly with any concerns.

5. Your Choices

You may unsubscribe from our communications at any time by clicking the unsubscribe link in our emails or contacting us directly. You may also request to access or delete your data.

6. Changes to This Policy

We may update this Privacy Policy occasionally. Any changes will be posted on this page with a revised effective date.

7. Contact Us

If you have any questions or concerns about this policy, please contact:

The Tax Efficient Advisor LLC
Phone: 208-615-4984
Email: sogawa@legacywealthmg.com
Website: https://www.thetaxefficientadvisor.com