Privacy Policy
Your trust matters. This policy explains what information we collect, how we use and safeguard it, and the choices you have regarding your data when working with Advisor Forever.
- 1. Information We Collect
We collect the account details you provide directly—such as your name, professional contact information, and communication preferences. Any documents you choose to upload are stored securely on your behalf and remain your property. We do not ingest or derive additional data from those documents unless you explicitly ask us to perform a task.
Using our platform generates limited device and usage data (for example, browser type and session duration) that helps us maintain reliability and security. We do not purchase, sell, or augment your information with third-party data sources.
- 2. How We Use Your Information
We use your information solely to deliver the Advisor Forever platform, operate your workspace, respond to your support requests, and communicate service updates or security notices.
We may generate de-identified, aggregated metrics to improve performance, but we never use your content for training models, marketing, or advertising. We do not sell or share personal data with advertisers or data brokers.
- 3. Data Storage and Security
All data is encrypted in transit and at rest. Access is limited to authorized team members who need it to operate the service. We maintain administrative, technical, and physical safeguards aligned with industry standards.
If we ever experience a security incident affecting your information, we will notify you promptly with details and remediation steps.
- 4. Data Retention
We retain your information for as long as you maintain an account or as required to provide our services. You may request deletion of your data by contacting us at info@advisorforever.com. We may retain certain records to comply with legal obligations or resolve disputes.
- 5. Your Rights & Choices
You may update account details, request access to your data, or ask us to restrict or stop using your information for specific purposes. Subject to applicable law, you may also request a structured copy of the data you provided.
Email info@advisorforever.com to exercise any of these rights. We will respond within 7-10 days.
- 6. International Data Transfers
Advisor Forever is headquartered in Springfield, MO, USA. If you access our services from other regions, your information may be transferred to and processed in the U.S., where data protection laws may differ. We implement safeguards to protect your data during these transfers.
- 7. Updates to This Privacy Policy
We may update this policy to reflect changes in laws, regulations, or our practices. When we make material updates, we will notify you through the platform or by email. The effective date below will always reflect the current version.

