Effective Date:
September 1, 2024

Sherika Ralliford ("I," "me," or "my") is committed to safeguarding the privacy and security of the personal information provided by my clients. This Privacy Policy outlines how I collect, use, disclose, and protect your personal information. By engaging with my services, you agree to the terms of this Privacy Policy.

Information Collected:

I collect personal information from clients for the purpose of providing wealth consulting and wealth management services through my roles as a Wealth Consultant with US Life and a Wealth Manager with Desert Rose Capital Management. Please note that this website is not affiliated with or a representation of either company. The information collected may include, but is not limited to, your name, contact details, financial goals, and other relevant details necessary to tailor my services to your unique needs.

Use of Personal Information:

I use the collected personal information to deliver personalized wealth consulting and management services, manage appointments, track progress, and improve the quality of my services. Your information may also be used to communicate with you, send updates related to your financial journey, and comply with legal and regulatory requirements.

Information Sharing:

I do not sell or disclose your personal information to third parties for marketing purposes. However, I may share your information with third-party service providers, regulatory bodies, or as required by law, but only as necessary to support your consulting experience or fulfill legal obligations.

Security Measures:

I implement reasonable security measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction. I regularly review and update my security practices to maintain the confidentiality and integrity of your data.

Retention of Information:

I retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

Your Rights:

You have the right to access, correct, or delete your personal information. If you wish to exercise these rights or have any concerns about the use of your information, please contact me using the information provided at the end of this Privacy Policy.

Changes to the Privacy Policy:

I reserve the right to update and modify this Privacy Policy as necessary. Any changes will be effective immediately upon posting the updated policy on my website. I encourage you to review this Privacy Policy periodically.

Contact Information:

If you have any questions, concerns, or requests regarding this Privacy Policy or the handling of your personal information, please contact me at:

Phone: (208) 728-2149

Email: [email protected]

Thank you for entrusting me with your financial journey. I am committed to protecting your privacy and providing you with the highest level of service.

Sincerely,

Sherika Ralliford