Privacy policy

We collect only the information required to deliver advisory services and communicate with you effectively.

Effective date: October 10, 2025

Information we collect

• Contact details provided through email, phone, or our scheduling tool.
• Documents and benefit summaries you voluntarily share for review.
• Session notes created to document recommendations and action items.

How we use your information

• To schedule, confirm, and conduct benefits consultations.
• To deliver follow-up summaries and answer ongoing questions.
• To maintain compliance records as required by regulatory standards.

Retention and security

Client files are stored in secure systems with role-based access. We retain records only as long as necessary to satisfy regulatory or contractual obligations.

Your choices

To update or delete your information, email brandon@petteemoneymanager.com. For booking-related data, review Calendly’s privacy statement directly.

You may also call (603) 960-4295 with privacy questions.