Privacy Policy

Lumière Financial Services

Effective Date: 17 August 2026

1. Information We Collect

You provide: name, email, phone number, and information shared through our client portal (which may include financial details such as income, expenses, assets and goals).

Automatic Collection: Technical data such as IP address, browser/device data, and cookies for analytics.

Third parties: service providers we use to operate the portal and Site.

Secure Data: Social Security or account numbers are collected only through public our secure client portal where applicable, never through public web forms.

2. How We Use Your Information

The information collected is used uniquely and purposefully to provide you with the coaching and planning services you purchase, operate the client portal, respond to inquiries, send opted-in communications, and meet legal and recordkeeping requirements.

3. How We Share Information

We do not sell your information. We share information solely with authorized service providers like portal hosting, with your knowledge and permission, or when legally required. Clients receive a separate Gramm Leach Bliley Act (GLBA) privacy notice describing information-sharing and opt-out rights for nonpublic financial data.

4. Data Security

We use encryption and access controls to protect portal data. In the event of a breach involving your personal information, we will notify you in accordance with the New Mexico Data Breach Notification Act.

5. Data Retention

We retain client information for as long as necessary to provide services and meet legal/recordkeeping requirements.

6. Your Rights

You may request access, correction, or deletion of your personal data/information, and opt out of marketing at any time. California residents have additional rights under the CCPA. Contact us below to make a request.

7. Children’s Privacy

Our public web services are not intended for unassisted use by minors under 18; individuals under 18 must have parental or legal guardian consent and presence during sessions.

8. Policy Changes

We reserve the right to update this Privacy Policy at any time. The effective date at the top reflects the latest revision.

9. Contact

Lumière Financial Services

Albuquerque, New Mexico

Email: [email protected]

Phone: +15053693008