Excellence in Wealth Management

Data Collection & Usage

We collect only essential information to provide our premium services. All data is encrypted using AES-256 encryption and stored in secure, SOC 2 compliant data centers.

Information Security

Our security protocols include multi-factor authentication, biometric verification, and continuous monitoring by our dedicated security team.

Third-Party Sharing

We never share your personal information with third parties without explicit consent, except as required by law or for essential service provision.

Your Rights

You have the right to access, modify, or delete your data at any time through your secure client portal or by contacting our privacy officer.

Service Agreement

By engaging Complete Finance Guide services, you agree to our terms of service, which govern the provision of premium financial services and products.

Client Responsibilities

Clients must provide accurate information, maintain account security, and comply with regulatory requirements applicable to their financial activities.

Fee Structure

All fees are clearly disclosed before service commencement. Payment terms are net 30 days from invoice date.

Dispute Resolution

All disputes shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association.

Limitation of Liability

Complete Finance Guide's liability is limited to the fees paid for services in the preceding 12 months.