Privacy Policy
Keal Financial Partners (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how information is collected, used, stored, and protected when you visit our website or request services related to insurance or tax preparation.
Because we operate in regulated financial and insurance environments, we take data privacy and security seriously and follow strict practices to protect your information.
Information We Collect on This Website
Our website is designed not to collect sensitive personal, financial, or tax information.
When you complete the intake form, we may collect:
First and last name
Email address
Phone number
Type of service requested
General timing of your request
This information is used solely to contact you and send you the appropriate secure intake form.
We do not collect on this website:
Social Security numbers
Driver’s license numbers
Dates of birth
Addresses
Financial account information
Tax documents
Secure Intake Forms
After you submit a request on our website, you will receive a secure intake form hosted by Jotform or another secure platform. These forms are used to collect the detailed information required to provide insurance quotes or tax preparation services.
These forms are encrypted and designed for the safe transmission of sensitive data.
How We Use Your Information
Information you provide is used only to:
Provide insurance quotes and policy services
Prepare and file tax returns
Communicate with you regarding your request
Meet legal, regulatory, and compliance obligations
We do not sell, rent, or share your information for marketing purposes.
How Your Information Is Protected
We use administrative, technical, and physical safeguards to protect your data, including:
Secure, encrypted intake forms
Password-protected systems and software
Secure tax preparation software (TaxSlayer Pro)
Limited access to information on a need-to-know basis
Third-Party Services We Use
We use trusted third-party platforms to operate our business:
Wix – Website hosting
Jotform – Secure intake forms
TaxSlayer Pro – Tax preparation software
Insurance carrier portals for quoting and policy servicing
These providers maintain their own privacy and security standards.
Sharing of Information
Your information may be shared only when necessary to:
Obtain insurance quotes from carriers
File tax returns with federal or state authorities
Comply with legal or regulatory requirements
We never share information for advertising or unrelated purposes.
Cookies and Website Tracking
Our website may use standard cookies or analytics tools provided by Wix to improve website functionality and user experience. This information does not identify you personally.
You may disable cookies in your browser settings.
Your Rights
You may request to:
Review the information we have about you
Correct inaccurate information
Request deletion of your information, where permitted by law
Some records must be retained to comply with insurance and tax regulations.
Data Retention
We retain client records as required by:
IRS regulations for tax preparers
State insurance recordkeeping requirements
Legal and compliance obligations
Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect information from minors.
Changes to This Policy
We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.
Consent
By using this website, you consent to the terms of this Privacy Policy.