Privacy notice

Updated October 31, 2026.

Information we collect

We collect your name, phone, email, state, request and optional information you provide. Client intake requires a driver license copy; additional documents are optional.

How we use it

To review your request, contact you and prepare documents within agreed services. Form consent does not subscribe you to marketing emails.

Storage and access

Information and files are stored on the site’s infrastructure. Access is restricted to authorized staff. Documents are not published or attached to email notifications. Infrastructure providers and Resend support site operation and notification delivery.

Correction and deletion

For corrections or deletion requests, email info@smartinvestconsultingllc.com. We may ask to verify your identity. Data is retained to handle your request and agreed services; further retention is reviewed in light of applicable obligations.

What not to submit

Do not submit SSNs, bank details or other people’s documents through this form. Use the consultation form if you do not need to submit a driver license.

Browser preferences

The page address determines the language. If you tell us how you heard about us, that answer is saved with your inquiry. Form text and files are not stored in browser local storage.