Information you submit
Consultation forms may include your name, email address, phone number, employment details, goals, and financial information you choose to share. Please send only the detail needed for the request.
Personal information policy
Privacy Policy for Wallen Financial Solutions LLC
Your financial information is personal. This policy explains how Wallen Financial Solutions LLC collects, uses, stores, protects, and shares information you provide through this website and our financial counselling services.
Effective date: June 21, 2025
01 / Collection
Information We Collect
We only ask for details that help us respond, prepare for a consultation, maintain the website, or meet a legal duty. Some information is supplied by you; some is recorded when you use the site.
Phone and email records
When you call or email Wallen Financial Solutions LLC, we may keep contact details, the substance of your message, and follow-up notes so we can answer accurately and maintain a useful service record.
Website activity
Cookies may remember basic preferences and support site functions. Analytics tools may record pages visited, approximate location, browser type, device information, and general interaction patterns.
Consultation details
Information discussed during a consultation can include income, spending, debts, assets, insurance, tax considerations, and retirement goals. We use the information you provide to understand your stated needs.
02 / Purpose
How We Use Your Information
The reason matters. We use your information in ways connected to the request you made or the service you asked us to discuss.
- Respond to consultation requests, questions, and appointment messages.
- Provide financial counselling, planning, investment, retirement, debt, and wealth guidance.
- Prepare for conversations using the financial facts and goals you choose to share.
- Check website performance and improve navigation, forms, and content.
- Meet legal, regulatory, accounting, fraud-prevention, and record-keeping requirements.
- Send service information or updates when you have given permission, subject to your communication choices.
We don't use your financial details to make decisions unrelated to the service you requested.
03 / Technology and sharing
Cookies, Analytics, and Data Sharing
Cookies can help the site remember settings and understand which pages need attention. You can adjust cookie controls in your browser; some site features may respond differently when cookies are limited.
We may use hosting, form, scheduling, email, security, or analytics providers to operate the website and respond to you. These providers receive only the information needed for their assigned task and must handle it under their own privacy terms.
Wallen Financial Solutions LLC does not sell your personal information to third parties. Information may be disclosed when you direct us to do so, when a service provider needs it to perform a defined task, or when law requires it.
04 / Your choices
Your Data Rights and Choices
You can ask what we hold, correct an error, or change how we contact you. Start with a written request.
Access
Ask for a copy or explanation of personal information held about you.
Correction
Tell us when a contact detail or other record needs to be updated.
Communications
Opt out of service updates or marketing messages where consent applies.
Cookies
Manage cookies through your browser settings and review analytics preferences.
We may need to confirm your identity before acting on a request. We aim to respond within a reasonable period and will explain any legal limit that applies.
05 / Privacy contact
Questions about your information?
Contact Wallen Financial Solutions LLC with the subject "Privacy question". Include enough detail for us to identify your request, without sending sensitive account information by email.
Email a privacy questionMailing address
Wallen Financial Solutions LLCWicker Park Drive
Highland, Indiana 46322
USA
This policy may be updated when our services, technology, or legal obligations change. The effective date at the top identifies the version currently published on this page.