Privacy Policy
Effective August 16, 2026
KV Financial Solutions (“we,” “us,” or “our”) respects your privacy. This policy explains what information we collect through kvfinsol.com (the “Site”), how we use it, and the choices you have.
Information we collect
When you use the Site — for example, booking a consultation, sending a message, using the KV Smart Advisor™ assessment, using a calculator, or chatting with our assistant — we may collect:
- Contact details you provide: name, email address, phone number
- Information you submit through forms, the assessment, or chat, such as household income range, family status, financial goals, and messages you send us
- Basic technical information collected automatically, such as pages visited and general usage patterns, which may be measured through analytics tools
How we use your information
- To respond to your inquiries and schedule consultations
- To provide the personalized results you request (e.g., the Smart Advisor recommendation or calculator results)
- To send you information you've asked for, such as a confirmation email or requested results
- To improve the Site and understand how it's used
Calls and text messages
By submitting a phone number through a form on this Site, you consent to be contacted by KV Financial Solutions by phone or text message at that number regarding your inquiry, including by automated means. Consent is not a condition of purchasing any product or service. Message and data rates may apply. You can opt out of text messages at any time by replying STOP.
How we share information
We do not sell your personal information. We use third-party service providers to operate the Site and deliver our services — for example, email delivery, scheduling/calendar tools, and AI-assisted chat/assessment features — and we share the minimum information necessary with those providers to perform those functions. We may also disclose information if required by law.
Data retention
We retain information you submit for as long as reasonably necessary to respond to your inquiry, maintain business records, and comply with legal and regulatory obligations.
Your choices
You may ask us to access, correct, or delete the personal information we hold about you, or ask us to stop contacting you, by emailing contactus@kvfinsol.com.
Children
The Site is not directed to children under 16, and we do not knowingly collect information from them.
Changes to this policy
We may update this policy from time to time. The “Effective” date above reflects the most recent update.
Contact us
Key Vision Solutions, doing business as KV Financial Solutions
105 Sleepy Hollow Dr, Suite D, Middletown, DE 19709
(571) 442-1671 · contactus@kvfinsol.com