Privacy Policy

When you contact us through the Site, we collect the information that you choose to provide, such as your name, business name, title, business email address, telephone number, and the contents of your inquiry.

We also use Google Analytics to understand how visitors use the Site. Google Analytics may collect usage and session information, approximate location derived from your IP address, browser and device information, and pages or features with which you interact. Google Analytics uses cookies, including the first-party _ga cookie, to distinguish visitors and sessions. You can learn more about Google's use of cookies at Google's cookie policy.

Please do not submit confidential, privileged, sensitive, or material non-public information through the Site or by email generated from the Site. Sending information to us through the Site does not create an advisor-client, fiduciary, or other professional relationship.

We use personal information to respond to inquiries; operate, secure, and improve the Site; understand Site usage and performance; maintain appropriate business records; protect our rights, property, and personnel; comply with applicable law, regulation, legal process, and professional obligations; and for other purposes disclosed at the time of collection or permitted by applicable law.

We do not currently use personal information collected through the Site for targeted advertising, and we do not sell personal information for money.

We use analytics cookies only if you give us permission through the Site's cookie-preference banner. If you accept analytics cookies, Google Analytics helps us understand aggregate Site usage and performance. If you decline, we will not activate Google Analytics cookies.

You can change your choice at any time by selecting "Cookie Preferences" in the Site footer. You can also manage cookies through your browser settings. Disabling or deleting cookies may affect certain Site functions.

We may disclose personal information to service providers that support the Site and our operations, including website hosting, security, analytics, form processing, email, and professional advisors. We require service providers to handle personal information only as appropriate for the services they provide and subject to applicable contractual and legal requirements.

We may also disclose personal information where necessary to comply with law, regulation, subpoena, court order, or other legal process; to protect the rights, safety, security, or property of Reflect or others; to investigate fraud, security, or technical issues; or in connection with a proposed or completed merger, reorganization, financing, sale of assets, or similar transaction, subject to applicable law.

Reflect operates across the United States and Canada. Our service providers, including Google, may process or store information in the United States, Canada, or other jurisdictions. Those jurisdictions may have privacy laws that differ from the laws where you reside. We take reasonable steps to ensure that personal information is handled in accordance with this Policy and applicable law when it is processed across borders or by service providers.

We retain personal information only for as long as reasonably necessary to respond to an inquiry, fulfill the purposes described in this Policy, meet legal, regulatory, accounting, reporting, or professional obligations, resolve disputes, and enforce agreements.

We use reasonable administrative, technical, and physical safeguards designed to protect personal information under our control. No method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security. Please do not send sensitive information through the Site.

Subject to applicable law, you may have rights to request access to, correction of, deletion of, or information about personal information we hold about you; to withdraw consent where consent is the basis for processing; or to make a complaint about our privacy practices.

To make a request, email info@reflectadvisors.com with the subject line "Privacy Request." We may need to verify your identity and ask for information necessary to process your request. We will respond in accordance with applicable law.

The Site may link to third-party websites, platforms, or services. Reflect does not control and is not responsible for their content, privacy practices, or security. We encourage you to review their privacy policies before providing personal information to them.

We may update this Privacy Policy from time to time. We will post the revised version on the Site and update the Effective Date above.

For questions, requests, or concerns about this Privacy Policy or our privacy practices, email us at info@reflectadvisors.com.