Privacy Policy

Introduction

S&K Services respects your privacy and is committed to handling your personal information responsibly. When you contact us or schedule a consultation, we may collect your name, email address, and telephone number.

How We Use Your Information

We use your contact information to respond to inquiries, coordinate appointments, and communicate with you about requested services.

Appointment Scheduling and Communications

When you schedule a consultation with S&K Services, we use LeadConnector and Calendly to coordinate appointments and communicate scheduling information. LeadConnector sends an automated text confirmation, Calendly sends an email confirmation, and our team may send a personal follow-up text regarding your appointment. These communications relate to your requested consultation and are separate from promotional or newsletter communications.

Website Analytics

S&K Services uses website traffic reporting provided through GoDaddy to monitor the number of visitors to our website. We use these reports to understand overall website activity and help improve our online presence.

Sensitive Financial Information

S&K Services does not request Social Security numbers, financial account numbers, retirement account balances, or other sensitive financial information through our public website forms. Financial information relevant to our services may be requested during private consultations and handled through separate processes, subject to applicable privacy and security requirements.

Information Sharing

S&K Services may share your information with trusted service providers, such as our scheduling and CRM platforms, solely to provide and coordinate requested services. We do not sell your personal information.

Updates and Contact Information

We may update this Privacy Policy from time to time. The most current version will be posted on this page. If you have questions about this Privacy Policy or our information practices, please contact S&K Services using the contact information provided on our website.

Privacy Questions and Requests

Visitors may contact S&K Services through the contact information provided on sakfin.com to ask questions about their personal information or request information about applicable privacy choices. We will review such requests in accordance with applicable laws and our privacy practices.

Last updated November 9, 2026