Last updated: September 2, 2026
Contact details you provide (name, email, phone), enrollment and payment records, and any information you choose to share during mentorship. For tax-preparation clients, we collect the documents and details required to prepare your return.
To deliver your program, communicate with you, process payments, prepare tax filings where engaged, and meet legal and record-keeping obligations. We do not use your information to make decisions about your money, because we provide education only, not repair or account-servicing.
Tax documents are handled confidentially and used only to prepare and file your return, or as required by law. We retain them only as long as needed for filing and legal record-keeping, and transmit them through secure, IRS-authorized e-file systems where applicable.
We share information only with service providers who help us operate (such as payment processors and, for tax clients, e-file systems), or where required by law. We do not sell your personal information.
You may request access to, correction of, or deletion of your personal information, subject to legal retention requirements. Contact SSK Wealth at 251-328-5222 or [email protected].
We retain records for as long as needed to provide services and meet legal obligations, and we use reasonable safeguards to protect your information.
Privacy questions: SSK Wealth at 251-328-5222 or [email protected].