Information we collect
We collect only what is required to deliver service: your name, contact details, service address, and the technical details of the systems we are engaged to secure or support.
Legal
Privacy Policy
Privacy is the foundation of our practice. This summary explains how we handle your information.
How we use information
Client information is used to schedule work, deliver recommendations, provide ongoing support, and meet legal or accounting obligations. We never sell client data.
Credentials and access
Any credentials shared with us are stored in an encrypted vault with access limited to the advisor assigned to your household. Access can be revoked at your request at any time.
Confidentiality
Client identities, addresses, and household details are never disclosed publicly, used in marketing, or shared with third parties without written permission.
Retention
Engagement records are retained for as long as you remain a client and for a limited period afterward for warranty and legal purposes, then securely destroyed.
Your choices
You may request a copy of the information we hold about you, ask for corrections, or request deletion by emailing concierge@haloatlanta.com.