Privacy Policy — Leicht Financial Advisory

Contents

1. Who We Are 2. Information We Collect 3. How We Use It 4. How We Store It 5. Sharing Your Data 6. Cookies 7. Your Rights 8. Children's Privacy 9. Changes to This Policy 10. Contact Us

Plain English summary: LFA collects only the information you voluntarily provide — through contact forms, booking, or the planning questionnaire. We use it solely to communicate with you and prepare for your meetings. We do not sell your data, share it with advertisers, or use it for any purpose beyond serving you as a client or prospective client.

Who We Are

Leicht Financial Advisory ("LFA," "we," "us," or "our") is a financial planning practice founded by Derek Leicht and based in Dubuque, Iowa. This Privacy Policy applies to information collected through our website at leichtfinancial.com and through any client-facing communications, forms, or tools associated with LFA.

If you have questions about this policy or how your information is handled, you can reach us at derek@leichtfinancial.com.

Information We Collect

LFA collects information in two ways — information you provide directly, and basic technical information collected automatically when you visit our website.

Information you provide directly includes:

Your name, email address, and phone number when you complete the contact form or book a consultation
Financial and personal information you share through the planning questionnaire — including income range, savings, debt, investment accounts, and goals
Any additional information you choose to share in messages, meetings, or correspondence with Derek

Information collected automatically when you visit our website may include:

Your IP address and general geographic location
Browser type and operating system
Pages visited, time spent on the site, and referring URLs
Device type (desktop, mobile, tablet)

This technical information is collected through standard web analytics tools and is used only to understand how visitors use the site so we can improve it. It is not linked to your personal identity.

How We Use Your Information

We use the information you provide for the following purposes only:

To respond to your inquiry — if you contact us through the website, we use your information to reply to your message
To prepare for and conduct your consultation or planning meetings — your questionnaire responses allow Derek to review your financial situation before your meeting so time together is used effectively
To provide ongoing financial planning services — as an active client, your information is used to build and maintain your financial plan, track your goals, and prepare for annual reviews
To send relevant communications — including meeting confirmations, reminders, and occasional relevant financial planning updates. You can opt out of communications at any time
To improve the LFA website and tools — anonymous usage data helps us understand which pages and calculators are most useful

We do not use your information for marketing unrelated to LFA, profiling, automated decision-making, or any purpose beyond directly serving you.

How We Store Your Information

Client information is stored securely through LFA's client portal and practice management software. We take reasonable technical and organizational measures to protect your data against unauthorized access, loss, or disclosure.

Financial information shared through the planning questionnaire is stored only as long as necessary to serve your planning needs. If you request deletion of your data, we will remove it from our systems within 30 days, subject to any legal or regulatory retention requirements applicable to financial planning practices.

A note on financial data sensitivity: LFA treats all financial information you share — income, savings, debt balances, investment accounts — with the same confidentiality obligations that apply to professional financial planning relationships. This information is never used for any purpose other than serving your planning needs.

Sharing Your Information

LFA does not sell, rent, or share your personal information with third parties for marketing or advertising purposes — ever.

Your information may be shared only in the following limited circumstances:

Service providers — third-party tools that help LFA operate (such as scheduling software, email delivery, and the client portal). These providers are contractually required to protect your data and may only use it to provide services to LFA on your behalf
Legal requirements — if required by law, court order, or regulatory authority, we may be required to disclose certain information. We will notify you where legally permitted to do so
With your explicit consent — for any other purpose, only with your direct knowledge and permission

Cookies

The LFA website uses cookies — small text files stored in your browser — to understand how visitors use the site and to maintain basic site functionality. We do not use cookies to track you across other websites or to serve you targeted advertising.

You can disable cookies in your browser settings at any time. Doing so may affect the functionality of certain features on the site, including the financial calculators and booking tool.

Your Rights

You have the following rights with respect to your personal information:

Access — you may request a copy of the personal information LFA holds about you at any time
Correction — if any information we hold is inaccurate or incomplete, you may request that it be corrected
Deletion — you may request that your personal information be deleted from our systems, subject to any legal retention obligations
Opt-out — you may opt out of non-essential communications from LFA at any time by replying to any email with "unsubscribe" or by contacting us directly
Data portability — you may request that your information be provided to you in a common, machine-readable format

To exercise any of these rights, contact us at derek@leichtfinancial.com. We will respond to all requests within 30 days.

Children's Privacy

LFA's website and services are intended for adults aged 18 and over. We do not knowingly collect personal information from anyone under the age of 18. If you believe a minor has submitted personal information through our website, please contact us immediately at derek@leichtfinancial.com and we will delete it promptly.

Changes to This Policy

We may update this Privacy Policy from time to time as LFA grows and its services evolve. When we make material changes, we will update the "last updated" date at the top of this page. For significant changes affecting how we handle client data, we will notify active clients directly by email.

We encourage you to review this policy periodically. Continued use of the LFA website after changes are posted constitutes your acceptance of the updated policy.

Contact Us

If you have any questions about this Privacy Policy, how your information is handled, or to exercise your data rights, please reach out directly:

Derek Leicht

Leicht Financial Advisory · Dubuque, Iowa
derek@leichtfinancial.com

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