Terms of Service

Privacy Policy

Effective Date: April 2025

Welcome to Money Tree Financial Services LLC (“Money Tree,” “we,” “our,” or “us”). Your privacy is important to us. This Privacy Policy explains how we collect, use, share, and protect your information when you interact with our website, services, and communications.

1. Information We Collect

We collect both personal and non-personal information to provide and improve our services:

a. Personal Information

You may provide personal data when you:

• Sign up for a consultation or service

• Enroll in a course or workshop

• Subscribe to emails or newsletters

• Submit a form or make a payment

This may include:

• Full name

• Email address

• Phone number

• Mailing address

• Payment details (processed securely via third-party gateways)

• Any additional information you provide voluntarily

b. Non-Personal Information

We may automatically collect:

• Browser type and device

• IP address

• Website activity through cookies or analytics tools

2. How We Use Your Information

We use your information to:

• Provide financial services and customer support

• Process transactions securely

• Send you educational content, updates, and promotions

• Respond to inquiries or service requests

• Improve our website, services, and client experience

• Comply with legal and regulatory obligations

3. How We Share Your Information

We do not sell your personal information. We may share your data only when necessary:

• With trusted service providers (e.g., payment processors, email platforms) under strict confidentiality

• To comply with laws, court orders, or legal obligations

• To protect the rights, property, or safety of our company or clients

4. Your Choices and Rights

You have the right to:

• Access, update, or correct your personal information

• Opt out of marketing emails at any time (unsubscribe link included)

• Request that we delete your data, where legally applicable

To exercise these rights, contact us at:
privacy@moneytreefinancials.com

5. Data Security

We implement strong security measures—such as encrypted connections, password protection, and limited access—to safeguard your personal information against unauthorized use or disclosure.

6. Cookies & Tracking

Our website may use cookies to improve user experience, understand traffic patterns, and deliver relevant content. You may disable cookies in your browser settings, though some features may be limited.

7. Children’s Privacy

Our services are not directed to children under 13. We do not knowingly collect information from children. If we become aware of such data, we will promptly delete it.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices and encourage you to read their policies separately.

9. Updates to This Policy

We may update this Privacy Policy from time to time. The “Effective Date” at the top will reflect any changes. Continued use of our website or services implies your agreement to the updated policy.

10. Contact Us

Have questions or concerns about this Privacy Policy? Contact us:
info@moneytreefinancials.com
(555) 123-4567
Philadelphia, PA