Legal

Privacy Policy

Last Updated: June 2026

1. Introduction

Dream Financial Management ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website dreamfinancialmgmt.com (the "Site") or use our services.

Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the site.

2. Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

  • Fill out a contact form or consultation request
  • Subscribe to our newsletter
  • Request information about our services
  • Contact us via phone or email

This information may include:

  • Name, email address, and phone number
  • Financial information relevant to your inquiry
  • Property information and loan details
  • Any other information you choose to provide

3. How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and provide requested services
  • Send you information about our services and promotions
  • Improve our website and customer service
  • Comply with legal obligations
  • Prevent fraudulent activity

4. Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information with:

  • Service providers who assist us in operating our business
  • Law enforcement or regulatory agencies when required by law
  • Professional advisors (attorneys, accountants) as needed

5. Data Security

We implement appropriate technical and organizational security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the Internet or electronic storage is 100% secure.

6. Cookies & Tracking Technologies

Our Site may use cookies and similar tracking technologies to enhance your browsing experience. You can control cookies through your browser settings.

7. Your Rights

Depending on your location, you may have rights regarding your personal information, including:

  • Access to your personal data
  • Correction of inaccurate data
  • Deletion of your data
  • Objection to processing
  • Data portability

8. Contact Us

If you have questions about this Privacy Policy, please contact us:

Dream Financial Management

Email: alan@dreamfinancialmgmt.com

Phone: (213) 536-9372