Information we collect
We may collect information you voluntarily provide, including your name, email address, telephone number, state, communication preferences, appointment details, and the retirement concerns or insurance topics you choose to discuss.
Please do not submit Social Security numbers, financial-account credentials, medical records, or other sensitive identifiers through this website.
How we use information
- Respond to your inquiry and provide requested educational information.
- Retain prior retirement-planning records you previously asked us to save.
- Schedule appointments and send service or appointment reminders.
- Discuss insurance options when you request that conversation.
- Maintain, secure, analyze, and improve our website and services.
- Meet legal, regulatory, carrier, and recordkeeping obligations.
Information sharing
We do not sell or rent your personal information. We may share information with service providers that help us operate this website, manage contacts, schedule appointments, deliver communications, or secure our systems. If you request an insurance application or product review, relevant information may also be shared with insurance carriers, licensed professionals, or other parties needed to fulfill that request. We may disclose information when required by law.
SMS opt-in information and consent are not sold, rented, or shared with third parties or affiliates for their marketing or promotional purposes. They may be provided only to vendors that help deliver authorized messages or as required by law.
Calls, email, and text messages
When you provide contact information and the applicable permission, you authorize Wealth Creative Solutions to contact you about your inquiry, requested education, appointment, or service. SMS message frequency varies. Message and data rates may apply. Reply STOP to opt out of texts or HELP for assistance. Consent to marketing text messages is not a condition of purchasing any product or service.
Cookies and website analytics
Our website and trusted service providers may use cookies or similar technologies to operate the site, remember preferences, measure traffic, prevent abuse, and improve performance. You may limit cookies through your browser settings, although some site features may not function as intended.
Security and retention
We use reasonable administrative, technical, and physical safeguards designed to protect information. No online system is completely secure. We retain information only as long as reasonably necessary for the purposes described here, to provide requested services, and to satisfy legal, regulatory, and legitimate business obligations.
Your choices
You may unsubscribe from marketing emails using the link in the message and opt out of text messages by replying STOP. You may also ask us to update or delete information, subject to applicable legal and recordkeeping requirements.
Contact us
Questions or privacy requests may be directed to WC Solutions at gregory.federman@gmail.com or 954-757-4444.
Please also review our Terms of Service.