1. Who we are
Next Money Source ("we", "us") is a financial advisory firm located at 1521 Mapleton Ave, Boulder, CO 80304, USA. This policy explains how we handle personal information collected through nextmoneysource.com and when you work with us.
2. Information we collect
- Contact details you give us, such as your name, email address and phone number.
- Details you share about your goals, income, debts, investments or coverage when you request a consultation.
- Newsletter preferences, such as the topics and frequency you choose.
- Basic technical data, such as browser type and pages visited, collected through standard server logs.
3. How we use your information
- To answer your questions and schedule consultations.
- To prepare plans, compare loan, investment and insurance options and provide the services you request.
- To send newsletters you have subscribed to.
- To meet legal, regulatory and record-keeping duties.
4. Sharing
We do not sell your personal information. With your permission, we share only what is needed with lenders, insurance carriers, custodians or tax authorities to complete a service you asked for. We also use trusted service providers, such as email and hosting companies, who must protect your data.
5. Security
We use encryption, access controls and a secure client portal to protect your information. No method of transmission over the internet is completely secure, so please don't send account numbers or Social Security numbers through our website forms.
6. Retention
We keep client records for as long as required by law and professional rules, and newsletter data until you unsubscribe.
7. Your choices
You can ask to see, correct or delete your personal information, and you can unsubscribe from emails at any time. Colorado residents may have additional rights under the Colorado Privacy Act.
8. Cookies and browser storage
Our site uses only the browser storage needed to remember form submissions on your device and to make the site work. We do not use advertising cookies.
9. Contact us
Questions about privacy? Email contact@nextmoneysource.com, call +1 303-907-7249 or write to us at 1521 Mapleton Ave, Boulder, CO 80304, USA.