Privacy Policy

Last updated: March 2026

Lumera Financial respects your privacy. This Privacy Policy explains what information may be collected through this website, how it may be used, and the choices you have when interacting with the site.

Information you may provide

If you contact Lumera Financial by email or book a consultation through a third-party scheduling tool, you may voluntarily provide information such as your name, email address, business details, and a brief description of the services you need.

How information is used

Information you provide is used only to respond to inquiries, schedule consultations, communicate about potential services, and provide bookkeeping or tax-related support.

Third-party services

This website may use trusted third-party services, including Cloudflare for hosting and security, and Google Calendar for consultation scheduling. When you use those services, your information may also be subject to their privacy practices.

Cookies and analytics

This website may use basic analytics or security tools provided by hosting or infrastructure partners to understand website performance, improve usability, and protect against abuse or malicious traffic.

Data sharing

Lumera Financial does not sell your personal information. Information is only shared when necessary to operate this website, provide requested services, comply with legal obligations, or protect legal rights.

Data retention

Information is kept only as long as reasonably necessary to respond to your inquiry, manage communications, comply with legal obligations, or support bookkeeping and tax-related services.

Your choices

You may choose not to provide personal information through this website. If you would like to request updates or deletion of information previously shared, you may contact Lumera Financial directly by email.

Contact

If you have questions about this Privacy Policy, please contact Lumera Financial through the website contact options.