Privacy Policy

Introduction

Welcome to Sery Financial (DBA), affiliated with Our Infinite Company and RetireWisely.com ("we," "our," or "us"). We respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our services.

Information We Collect

Personal Information

We may collect:

• Name, address, email address, and phone number
• Social Security number
• Date of birth
• Employment information
• Financial information, including income, assets, and investment goals
• Pension and retirement account details
• Tax-related information
• Investment preferences and risk tolerance

Automatically Collected Information

When you visit our website, we may automatically collect:

• IP address
• Browser type
• Device information
• Usage patterns
• Cookies and tracking technologies

How We Use Your Information

We use your information to:

• Provide financial planning and investment services
• Process transactions
• Communicate with you about your accounts
• Send newsletters and marketing communications
• Comply with regulatory requirements
• Improve our services
• Protect against fraud

Information Sharing and Disclosure

We may share your information with:

• Our Infinite Company and RetireWisely.com affiliates
• Third-party service providers who assist in our operations
• Financial institutions to process transactions
• Government agencies as required by law
• Professional advisors such as lawyers and accountants

We do not sell your personal information to third parties.