Privacy Policy
Information We Collect
We may collect personal information when you:
• Schedule a consultation
• Submit a contact form
• Download resources
• Communicate with us directly
This may include your name, email address, phone number, and general estate planning information you voluntarily provide.
How We Use Your Information
We use collected information to:
• Respond to inquiries
• Schedule consultations
• Provide estate planning coordination services
• Improve our website and client experience
We do not sell or rent your personal information.
Information Sharing
We may share information with trusted professional partners (such as licensed attorneys, financial advisors, insurance professionals, or tax professionals) only when necessary to coordinate services and only with your consent.
data protection
We take reasonable measures to protect your personal information using secure platforms and industry-standard safeguards.
no legal or tax advice
McNeal Consulting Group / The Family Trust Co. provides estate planning coordination and educational guidance. We do not provide legal or tax advice. Clients are encouraged to consult licensed professionals for legal or tax matters.
your rights
You may request to review, update, or delete your personal information by contacting us directly.