Privacy Policy

Sir 4te Holdings
www.sir4teholdings.com

Effective Date: January 1, 2026

1. Introduction

Sir 4te Holdings (“Sir 4te,” “we,” “us,” or “our”) respects the privacy of individuals who visit our website, inquire about our services, schedule appointments, or engage with our business. We recognize that financial matters are personal and that trust, discretion, and responsible information management are essential to building meaningful professional relationships.

This Privacy Policy describes how we collect, use, disclose, retain, and protect personal information obtained through our website and related business communications.

Sir 4te Holdings provides financial services and healthcare staffing and consulting services. Depending on the nature of your relationship with us, additional privacy notices, service agreements, or regulatory requirements may apply.

By using our website, you acknowledge that this Privacy Policy is available for your review. Website use alone does not constitute consent to marketing communications or establish a financial advisory relationship.

2. Information We Collect

We may collect personal information that you voluntarily provide when contacting us, scheduling an appointment, requesting information, or communicating with our business.

This information may include your name, email address, telephone number, appointment preferences, general financial interests, professional or organizational information, and details you choose to include in an inquiry.

When you visit our website, certain technical information may also be collected through website functionality or third-party services. Depending on the technologies in use, this may include your IP address, browser type, device information, referring website, pages visited, and general usage activity.

Our public website is not intended to collect detailed financial account information, Social Security numbers, passwords, medical records, or other highly sensitive personal information through general contact forms. We encourage visitors not to include such information in ordinary website inquiries or unsecured communications.

3. How We Use Your Information

Information collected by Sir 4te Holdings may be used to respond to inquiries, schedule and conduct meetings, communicate about requested services, maintain business records, coordinate follow-up activities, and improve the quality and accessibility of our website.

We may also use information to understand the general interests and needs of prospective clients, manage business relationships, maintain appropriate administrative records, protect our systems, and fulfill applicable legal or regulatory obligations.

Where permitted by law, we may contact individuals regarding services relevant to their expressed interests or prior inquiries. Marketing communications will be subject to applicable consent, communication preferences, and opt-out requirements.

We do not consider the mere act of visiting our website to be authorization for unsolicited telephone calls, text messages, or marketing communications.

4. Appointment Scheduling, Zoom Meetings, and AI-Assisted Meeting Summaries

Sir 4te Holdings uses third-party scheduling and virtual communication platforms, including Google Calendar and Zoom, to coordinate and conduct meetings.

When you schedule an appointment, information such as your name, email address, telephone number, appointment date and time, and stated purpose of the conversation may be processed by these service providers.

Financial Strategy Conversations and subsequent client meetings may be conducted through Zoom or another mutually agreed communication method.

To support accurate documentation, continuity of service, and appropriate follow-up, Sir 4te Holdings may use Zoom’s AI-powered meeting summary functionality to prepare internal notes regarding topics discussed, financial goals identified, questions raised, and agreed-upon next steps.

These summaries are intended primarily for internal business records and client relationship management. They are not routinely distributed to meeting participants and are accessible only to authorized individuals with a legitimate business need.

Participants will be informed when AI-assisted meeting features are being used, and any consent required by applicable law will be obtained. Where a participant declines a feature that requires consent, we will address the request in accordance with applicable law and available platform controls.

Meeting summaries and related records may be processed and stored by Zoom or other authorized service providers according to their applicable terms, privacy practices, and service configurations.

5. Financial Discovery and Client Information

Our public website is designed to provide educational information, introduce our services, and facilitate initial conversations with prospective clients.

Following an introductory conversation, individuals who wish to proceed with a more comprehensive financial review may receive a personalized invitation to complete our Financial Freedom Profile through a separate third-party information collection platform.

The Financial Freedom Profile may request detailed information regarding financial goals, income, assets, liabilities, retirement arrangements, insurance coverage, family circumstances, and other matters relevant to financial planning.

This comprehensive information is not collected through the general public website contact form.

Information provided during financial discovery is used to evaluate financial circumstances, identify planning considerations, develop potential strategies and recommendations, and support ongoing client service where applicable.

Additional privacy notices, disclosures, authorizations, or agreements may apply depending on the services requested, products considered, and applicable legal or regulatory requirements.

6. Cookies, Analytics, and Website Technologies

Our website may use cookies and similar technologies to support website functionality, maintain security, evaluate performance, and understand visitor interactions.

Depending on the tools enabled, these technologies may collect information about browsing activity, device characteristics, website navigation, and interactions with website content.

Some technologies may be operated by third-party providers. Where applicable law requires notice, consent, or an opportunity to opt out of particular tracking activities, we will provide the appropriate mechanisms.

Visitors may also manage certain cookies through their browser settings. Disabling cookies may affect some website features.

7. Information Sharing and Third-Party Service Providers

Sir 4te Holdings may share information with service providers that support legitimate business operations, including website hosting, contact-form processing, appointment scheduling, virtual meetings, customer relationship management, financial discovery, email communications, and administrative services.

Such providers may include Google, Zoom, and other technology platforms used to manage inquiries and client relationships.

We may also disclose information when required by applicable law, lawful process, regulatory obligations, or when reasonably necessary to protect our rights, systems, business operations, clients, or other individuals.

We do not sell personal information in the ordinary sense of exchanging customer information for monetary compensation. Certain advertising or analytics technologies, if used, may nevertheless be treated as a sale or sharing under some privacy laws and would require appropriate disclosures and choices.

We do not authorize third parties to use information provided to us for unrelated purposes merely because they assist with our business operations.

8. Data Security and Confidentiality

We recognize the importance of safeguarding information entrusted to Sir 4te Holdings, particularly information relating to personal finances, professional circumstances, and long-term financial objectives.

We use reasonable administrative, technical, and organizational safeguards designed to reduce the risk of unauthorized access, loss, alteration, misuse, or disclosure of personal information.

Access to information is limited according to legitimate business needs, and sensitive financial information should be exchanged through appropriate channels rather than ordinary public website forms.

Despite these efforts, no electronic system, internet transmission, or storage method can be guaranteed to be completely secure.

9. Information Retention

Sir 4te Holdings retains personal information for periods reasonably necessary to fulfill the purposes for which it was collected, maintain business relationships, support service delivery, comply with applicable legal and regulatory obligations, resolve disputes, and protect legitimate business interests.

Retention periods may vary depending on the nature of the information, the services involved, contractual obligations, and applicable requirements.

Meeting summaries, client communications, financial discovery materials, and related business records may be retained as appropriate for their intended purposes and applicable recordkeeping obligations.

When information is no longer reasonably necessary, we may delete, anonymize, or otherwise dispose of it in accordance with applicable requirements and our information management practices.

10. Your Privacy Rights and Choices

Depending on your location and applicable law, you may have rights concerning personal information maintained by Sir 4te Holdings, including the ability to request access, correction, deletion, or information about certain uses and disclosures.

You may contact us to submit a privacy-related request. We will evaluate and respond to such requests in accordance with applicable legal requirements, including any relevant exceptions.

You may also request to stop receiving promotional communications. Such requests will be honored in accordance with applicable law, although we may continue to send communications necessary to respond to an inquiry, administer an appointment, fulfill an existing relationship, or comply with legal obligations.

11. Third-Party Websites and Educational Resources

Our website may provide access to third-party educational videos, financial calculators, scheduling services, external websites, and other informational resources.

These resources are provided for convenience and educational purposes. Third-party providers maintain their own privacy practices, security procedures, and terms of use.

Sir 4te Holdings does not control the privacy practices of independent third-party websites. Visitors are encouraged to review the applicable policies before submitting information or using external services.

12. Children’s Privacy

The Sir 4te Holdings website is intended primarily for adults seeking financial information, professional services, or healthcare-related business services.

We do not knowingly collect personal information directly from children under the age of 13 through our public website.

If we become aware that personal information has been collected from a child in circumstances requiring parental authorization, we will take appropriate steps consistent with applicable law.

13. Changes to This Privacy Policy

We may revise this Privacy Policy periodically to reflect changes in our services, website functionality, technology providers, business practices, or applicable legal requirements.

Updated versions will be posted on our website with a revised effective date. We encourage visitors to review this policy periodically.

14. Contact Us

If you have questions about this Privacy Policy, wish to exercise an applicable privacy right, or have concerns regarding the handling of personal information, please contact:

Sir 4te Holdings
Charlotte, North Carolina

Email: info@sir4teholdings.com
Phone: (888) 483-9324
Website: www.sir4teholdings.com

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