At Kelsey Anderson Financial Services, we respect your privacy and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, and protect your data. 1. Information We Collect We may collect personal information such as your name, email address, phone number, and financial details when you use our services or interact with our website.

2. How We Use Your Information The information we collect is used to provide personalized financial services, respond to your inquiries, and improve your experience. We do not sell or share your information with third parties without your consent.

3. Protecting Your Information We implement security measures to protect your personal information from unauthorized access, disclosure, or misuse. Despite our efforts, no method of transmission over the internet is entirely secure, and we cannot guarantee absolute security.

4. Third-Party Services Our website may include links to third-party websites. We are not responsible for the privacy practices of these websites, and we encourage you to review their policies.

5. Your Rights You have the right to access, correct, or delete your personal information. If you wish to exercise these rights, please contact us at the information below

. 6. Updates to This Policy We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date.

7. Contact Us If you have questions or concerns about this Privacy Policy, please contact us:

Email: [email protected] Phone: 1-780-519-0736

Effective Date: January 08, 2025

What is the process for working with you?

It starts with a no-obligation consultation where we discuss your financial situation, goals, and concerns. Based on this, I’ll develop a personalized plan that addresses your needs. I’m here to guide you through every step, answer questions, and adjust the plan as needed.

How can I prepare for unexpected financial emergencies?

Building an emergency fund is key to managing financial emergencies. I recommend saving three to six months’ worth of living expenses. Additionally, having insurance like critical illness or disability coverage can protect you from unforeseen events.

How do I know how much life insurance I need?

The amount of life insurance you need depends on factors like your income, debts, family size, and future goals (e.g., children’s education or mortgage payoff). During our consultation, I’ll help you calculate the right coverage to protect your family’s financial future.

Can I schedule a consultation online?

Absolutely! You can book a No Obligation Consultation directly through the Contact page on this site, or reach out via email or phone. I look forward to helping you achieve your financial goals

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