Privacy Policy & Website Disclaimer

Last Updated: August 31, 2026

At Stamina Financial Services, we respect your privacy and are committed to handling personal information responsibly. This Privacy Policy explains how information may be collected, used, and protected when you visit our website, submit an inquiry, or schedule a consultation.

By using this website, you acknowledge the practices described in this Privacy Policy and the Website Disclaimer below.

Privacy Policy

1. Information We May Collect

When you interact with our website, we may collect information that you voluntarily provide, including: Name, Email address, Telephone number, Preferred contact method, Information submitted through contact or consultation forms, Appointment and scheduling information, Financial topics or services you indicate an interest in, and Communications you send to Stamina Financial Services.

We may also automatically collect certain technical information, such as browser type, device information, IP address, referring pages, pages visited, and general website usage data through cookies and similar technologies.

Please do not submit sensitive financial information, Social Security numbers, banking credentials, account numbers, passwords, or other confidential financial records through general website contact forms.

2. How We Use Your Information

Information collected through this website may be used to:

• Respond to questions and inquiries

• Schedule and manage consultations

• Provide requested information about our services

• Communicate regarding financial education and solutions of interest

• Provide follow-up communications when appropriate

• Improve our website and visitor experience

• Maintain website security

• Comply with applicable legal or regulatory requirements

Information submitted through the website does not by itself establish a client, advisory, fiduciary, or other professional relationship.

3. Appointment Scheduling

Our website may use third-party scheduling services, including Calendly, to facilitate appointments.

When you use a third-party scheduling service, information you provide may also be processed according to that provider's own privacy policy and terms.

You should review the privacy practices of any third-party service before submitting personal information.

4. Cookies & Website Analytics

Our website may use cookies, analytics tools, and similar technologies to understand how visitors interact with the site, improve functionality, measure website performance, and enhance the user experience.

Depending on your browser and applicable law, you may be able to disable or manage cookies through your browser settings. Disabling certain cookies may affect website functionality.

5. How We Share Information

Stamina Financial Services does not sell your personal information for money.

Information may be shared when reasonably necessary with service providers that help us operate our website, schedule appointments, communicate with visitors, maintain technology, or provide requested services.

Information may also be disclosed when required by law, regulation, legal process, or governmental request, or when reasonably necessary to protect our rights, users, systems, or others.

Where financial or insurance solutions are requested, information may be shared with appropriately licensed professionals, insurance carriers, or other relevant providers as necessary and permitted by law.

6. Data Security

We take reasonable administrative and technical measures intended to protect personal information under our control.

However, no website, electronic transmission, or storage system can be guaranteed to be completely secure. Visitors should use appropriate caution when transmitting information online.

7. Data Retention

We may retain personal information for as long as reasonably necessary to fulfill the purposes for which it was collected, maintain appropriate business records, comply with legal or regulatory obligations, resolve disputes, and enforce agreements.

8. Your Privacy Choices

Depending on where you live and applicable law, you may have certain rights regarding your personal information, which may include requesting access to, correction of, or deletion of certain personal information.

You may also ask us to stop sending non-essential marketing communications.

To submit a privacy-related request, contact us using the information provided below. We may need to verify your identity before completing certain requests.

9. Third-Party Websites

This website may contain links to third-party websites, platforms, or services.

Stamina Financial Services does not control the privacy, security, content, or practices of third-party websites. Visiting or interacting with those services is subject to their respective privacy policies and terms.

10. Children's Privacy

This website and our financial services are not directed toward children under 13, and we do not knowingly collect personal information from children under 13 through this website.

If we become aware that such information has been submitted without appropriate authorization, we may take reasonable steps to remove it.

11. Changes to This Privacy Policy

We may revise this Privacy Policy periodically to reflect changes in our practices, technologies, services, or applicable requirements.

The updated version will be posted on this page with a revised Last Updated date.

12. Contact Us About Privacy

Questions or requests regarding this Privacy Policy may be directed to:

Stamina Financial Services

Call (347) 541-4498
Email: staminafinancial@gmail.com
Visit www.staminafs.com