Disclaimer

The content on this website is provided for general informational and educational purposes only and does not constitute personalized financial, tax, legal, or investment advice. While we strive for accuracy, financial regulations and market conditions can change, and individual circumstances vary. You should consult directly with a qualified CFP® professional, CPA, attorney, or other advisor regarding your specific situation before making any financial decisions. Use of this website and reliance on its content is at your own risk. Neither American Wealth Center nor its representatives— including those holding CFP® certification—assume liability for any losses or damages arising from reliance on this information.

Privacy Policy

1. Introduction

Arvind Bhanushali at Cash Value Advisors, LLC DBA American Wealth Center (“we,” “us,” “our”) is committed to protecting your privacy. This Privacy Policy describes how we collect, use, disclose, and safeguard your personal information on our website in accordance with CFP Board Standards.

2. Information We Collect

• Personal Information: Data you voluntarily provide (e.g., name, email, phone number, postal address) when you contact us, request a consultation, or subscribe to newsletters.

• Usage Information: Technical data automatically collected through cookies and analytics (e.g., IP address, browser type, pages visited, time stamps).

• Communication Records: Information from emails, contact form submissions, and other correspondence.

3. How We Use Your Information

We use your information to:

• Deliver Services: Respond to inquiries, schedule appointments, and provide financial planning and advisory services.

• Personalize Experience: Tailor content, communications, and offers based on your preferences and interests.

• Improve Our Website: Analyze usage patterns, optimize site performance, and enhance functionality.

• Ensure Compliance: Meet legal and regulatory requirements, prevent fraud, and protect our legal rights.

4. Disclosure of Your Information

We do not sell or rent personal data. We may share information with:

• Service Providers: Third-party vendors who assist with website hosting, analytics, email, and marketing—under confidentiality and data-security agreements.

• Legal and Regulatory Authorities: When required by law, regulation, or legal process.

• Business Transfers: In connection with a merger, acquisition, or sale of assets, subject to confidentiality safeguards.

5. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance user experience, remember preferences, and gather analytics. You may disable cookies via your browser settings, though this may limit certain features.

6. Data Security

We implement administrative, technical, and physical safeguards to protect personal information from unauthorized access or disclosure. However, no internet transmission can be guaranteed as completely secure.

7. Your Rights and Choices

Depending on your jurisdiction, you may have rights to access, correct, delete, or restrict processing of your personal information. To exercise these rights or to opt out of marketing communications, please contact us at info@AmericanWealthCenter.com.

8. Third-Party Links

Our website may include links to third-party sites over which we have no control. We are not responsible for their privacy practices. Please review their policies before submitting personal data.

9. Updates to This Policy

We may update this Privacy Policy to reflect changes in our practices, legal requirements, or CFP Board Standards. We will post revisions here with an updated effective date. Continued use after changes constitutes acceptance.

10. Contact Information

For questions about this Privacy Policy or our data practices, contact:
American Wealth Center
Attn: Privacy Officer
Email: Info@AmericanWealthCenter.com

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