Privacy Policy

Who this policy covers

This policy applies to the website at https://bashawealth.com operated by Basha Wealth Management, LLC ("we", "us"). Securities and advisory services are offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. LPL Financial maintains its own privacy notice covering the brokerage and advisory relationship, which is provided separately when an account is opened. [confirm: LPL privacy notice reference and link]

What this website collects

Information you provide

Two forms on this site collect information, and both are voluntary:

• The contact form collects your name, email address, an optional phone number, and your message.
• The Financial Clarity Snapshot form collects your name, email address, an optional phone number, and an optional note. It also transmits the broad conversation areas your answers suggested and the retirement scene you selected.

The Retirement Readiness Check does not ask for and does not collect account balances, account numbers, Social Security numbers, holdings, or credentials. Your individual answers to the eight questions are never transmitted or stored — only the high-level conversation areas are included when you choose to send your snapshot. The optional free-text box on the final question remains in your browser and is never sent.

How form submissions are handled

When you submit either form, the information you typed is passed to a third-party form-delivery service acting on our behalf as a service provider. That service exists only to deliver your enquiry to Genti by email; it does not use your information for its own purposes, and we do not sell or share it for advertising.

Alongside what you typed, the submission includes the page you were on and, if you arrived through a campaign link, the standard utm_ campaign parameters from that link, so we can tell how enquiries reach us. This carries no identifier for you personally.

What is never sent: your individual answers to the Retirement Readiness Check, any figure you entered into the retirement illustration, and any account balance or holding. The illustration runs entirely in your browser and transmits nothing at all. The Clarity Snapshot form sends only the contact details you chose to provide and the broad conversation areas your answers suggested — never the answers themselves.

We also do not send your name, email address, phone number, message, or assessment results to analytics. Analytics records only that a form was submitted successfully or failed.

Information collected automatically

This site uses Google Analytics 4 to understand how visitors use the site. When enabled, it collects standard web analytics data such as pages viewed, approximate location derived from IP address, device and browser type, and interactions such as clicking a phone number or submitting a form. Google Analytics sets cookies in your browser for this purpose. [confirm: whether GA4 is enabled at launch and whether IP anonymisation and data-retention settings meet the firm's requirements]

This site loads fonts from Google Fonts, which involves a request to Google's servers from your browser.

Video

The educational videos play on this page using your browser's own video player, and the video files are served from this website. No third-party video service is involved — there is no YouTube player, no embedded frame, no third-party script, and no cookie is set by anyone other than this site.

Nothing is downloaded until you press play, apart from a small amount of file information your browser reads to show the length of the video. We do not receive a record of who watched what; if Google Analytics is enabled, it records only that a video was played on a page, in the same way it records any other click.

This site does not run advertising pixels, remarketing tags, session recording, or third-party trackers beyond those named above.

How information is used

• To respond to your enquiry and, if you ask for one, to arrange a conversation.
• To understand which parts of the site are useful and improve them.
• To meet record-keeping obligations that apply to financial professionals. [confirm: applicable retention periods under LPL and FINRA requirements]

Information submitted through this site is not sold. [confirm: whether information is shared with LPL Financial or any service provider, and on what basis]

How long information is kept

[confirm: retention period for website enquiries that do not become client relationships, and the separate retention rules that apply once a client relationship begins]

Your choices

• You can decline to use the forms and contact us by phone or email instead.
• You can block or delete cookies in your browser settings, and you can opt out of Google Analytics using Google's browser add-on.
• You can ask us what information we hold about you, and ask us to correct or delete it, by emailing genti@bashawealth.com. [confirm: how requests are handled and any limits imposed by record-keeping obligations]

Security

This site is served over HTTPS. No method of transmission over the internet is completely secure, so please do not send account numbers, Social Security numbers, or other sensitive identifiers through the website forms or by unencrypted email.

Children

This website is not directed to children under 13 and does not knowingly collect information from them.

Changes to this policy

If this policy changes, the revised version will be posted here with an updated review date.

Contact

Questions about this policy can be sent to genti@bashawealth.com or raised by phone on (602) 481-5526.