Privacy Policy Last updated: June 9, 2026

Lift Wealth Strategies ("we," "us," or "our") operates liftwealth.net. This Privacy Policy explains how we collect, use, and protect your information when you visit our website or submit your contact information.

Information We Collect

We collect information you voluntarily provide, including your first name, email address, and phone number when you request a free guide or book a consultation.

How We Use Your Information

We use your information to deliver requested materials, send financial education content, and contact you about tax-free retirement planning strategies and life insurance services. We do not sell your personal information to third parties.

Text Message Communications

By providing your phone number and checking the consent box on our forms, you agree to receive text messages from Lift Wealth Strategies. Message and data rates may apply. Message frequency varies. Text HELP for assistance. Reply STOP at any time to opt out.

Cookies

Our website may use cookies to improve your experience. You can instruct your browser to refuse cookies, though some features may not function properly.

Third-Party Services

We use third-party platforms including GoHighLevel (CRM and page hosting) to manage communications. These services have their own privacy policies governing data use.

Data Security

We implement reasonable security measures to protect your information. No method of transmission over the internet is 100% secure.

Your Rights

You may request to access, correct, or delete your personal information at any time by contacting us at [email protected].

Contact Us

Carl G. Bullard | Lift Wealth Strategies Parkland, Florida [email protected] liftwealth.net/book-consultation