Worth Shield Financial Services

Privacy Policy

Last updated: 5/22/2026

1. Information We Collect

Worth Shield Financial Services ("we," "our," or "us") collects information you provide directly to us, such as when you:

  • Schedule a consultation or contact us
  • Fill out forms on our website
  • Subscribe to our newsletter
  • Engage our financial services
  • Communicate with us via email, phone, or other channels

This information may include your name, email address, phone number, financial information, and other details necessary to provide our financial advisory services.

2. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our financial advisory services
  • Process transactions and send related information
  • Send you technical notices, updates, security alerts, and support messages
  • Respond to your comments, questions, and requests
  • Communicate with you about services, offers, and events
  • Monitor and analyze trends, usage, and activities
  • Comply with legal and regulatory requirements

3. Information Sharing and Disclosure

We do not sell, trade, or otherwise transfer your personal information to third parties without your consent, except as described in this policy:

  • Service Providers: We may share information with third-party service providers who perform services on our behalf
  • Legal Requirements: We may disclose information if required by law or in response to valid legal requests
  • Business Transfers: Information may be transferred in connection with a merger, acquisition, or sale of assets
  • Consent: We may share information with your explicit consent

4. Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure.

5. Data Retention

We retain personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. Financial records may be retained for extended periods as required by applicable regulations.

6. Your Rights

You have the right to:

  • Access and receive a copy of your personal information
  • Rectify inaccurate personal information
  • Request deletion of your personal information
  • Object to processing of your personal information
  • Request restriction of processing
  • Data portability

7. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to collect and track information about your use of our website. You can control cookies through your browser settings.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date.

10. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

Worth Shield Financial Services

Ashburn, VA 20147

Email: info@worthshield.com