​We may collect the following types of personal information from you directly:

• Name

• Email address

In the future, we may collect additional information, including but not limited to:

• Phone number

• Mailing address

• Social Security Number or Tax Identification Number (for client onboarding)

• Payment information (e.g., credit card or bank account details)

• Device, browser, and IP address data

• Cookies and tracking information

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We use the personal information we collect to:

• Communicate with potential and current clients

• Onboard new clients into our accounting and advisory systems

• Send newsletters, promotions, and company updates

• Improve the functionality and performance of our website

• Conduct advertising, retargeting, and other marketing efforts

• Fulfill our legal, regulatory, or contractual obligations

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No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. We may share your information with trusted service providers we use to operate our business, including:

• Gusto (for payroll services)

• QuickBooks Online (for bookkeeping and accounting)

• Google Analytics (for website performance tracking)

These providers are only given access to information necessary to perform their functions and are required to keep your information confidential.

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Our website may use cookies and other tracking technologies in the future to enhance your user experience and support advertising efforts. When implemented, these may include:

• Google Analytics

• Facebook Pixel

• Retargeting tools

We will update this Privacy Policy accordingly when tracking technologies go live.

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We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy or as required by law. We take reasonable administrative, technical, and physical safeguards to protect your data from unauthorized access, disclosure, or misuse.

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You have the right to:

• Request access to the personal data we have collected about you

• Correct or update your information

• Request deletion of your data

• Opt out of receiving promotional or marketing communications at any time

To exercise any of these rights, please contact us at [Insert your contact email]. We will respond to your request in accordance with applicable laws.

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Our services are not intended for individuals under the age of 13, and we do not knowingly collect personal information from children.

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We reserve the right to modify this Privacy Policy at any time. If we make changes, we will update the “Effective Date” at the top of this page. Your continued use of our Site after any updates constitutes your acceptance of the revised policy.

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If you have any questions about this Privacy Policy or our data practices, please contact us at:

AOI Financial, Inc.
Email: jake@aoifinancial.com
Website: www.aoifinancial.com