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Your Financial Partner for Life's Journey

Your Financial Partner for Life's Journey

At Wright Time Financial, we believe that financial planning and management is essential for individuals and families of all ages and backgrounds, including singles, multi-generational families, business owners, and retirees.

We take a complex topic and simplify the financial planning process to ensure our clients understand how to execute their plan but more importantly why. Our firm strives to provide our clients with the information and confidence to make wise financial decisions to meet their goals.

Many of our clients have earned their success personally and professionally, and we're committed to helping you excel financially to live the life you envisioned. Our values are built on excellence, integrity, and competence. We strive to keep God first in everything we do. Let us help you create and execute a sound financial plan with the goal of securing your financial future and leaving a legacy that you can be proud of.

Educational Insights

Wright Time Financial believes that no matter your social or financial status there is always more to learn, especially when it comes to your money.

Stop Wasting Money

Stop Wasting Money

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Separating the Signal From the Noise

Separating the Signal From the Noise

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Will Power

Will Power

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The Other Sure Thing

The Other Sure Thing

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Key Money Moments: 4 Times You Should Talk to a Pro

Key Money Moments: 4 Times You Should Talk to a Pro

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A Meal for All Generations

A Meal for All Generations

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Managing Partners

The Wright Time Family

Our experienced advisors want to assist you in developing a personalized roadmap from your starting point to your desired destination. Don’t delay with getting started. We are the right firm and now is the right time!

Our Team

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work.

Tomorrow is not promised and now is the right time to act. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Privacy Policy

Welcome to our website. We value your privacy and are dedicated to protecting your personal data. This privacy policy outlines how we collect, use, store, and protect your personal data, and your rights concerning this data. We do not share your data with third parties for marketing or promotional purposes.


1. Data Sharing and Disclosure 

We do not share your personal data with third parties for marketing or promotional purposes. We may share your data with third parties only in the following circumstances:


  • Service Providers: With third-party service providers who perform functions on our behalf, such as IT service providers, data storage providers, and telecom service providers 
  • Legal Obligations: When required by law or to respond to legal processes. 
  • Protection: To protect our rights, property, and safety, or that of our customers and others.


2. Data We Collect 

We collect various types of personal data, including:

  • Identity Data: First and last name. 
  • Contact Data: Email address, phone number, billing and delivery address
  • Technical Data: IP address, browser type and version, time zone setting, browser plug-in types and versions, operating system and platform. 
  • Usage Data: Information about how you use our website, products, and services. 
  • Marketing and Communications Data: Your preferences in receiving marketing from us and your communication preferences.


3. Methods of Data Collection 

We collect personal data using various methods, primarily through forms on our website: 

  • Direct Interactions: You provide your personal data when you fill out forms, create an account, subscribe to our services, request marketing materials, or give us feedback. 
  • Automated Technologies: As you interact with our website, we may automatically collect technical data about your equipment, browsing actions, and patterns. We collect this data using cookies, server logs, and other similar technologies


4. How We Use Your Personal Data

We use your personal data for the following purposes:

  • SMS Program: If you opt into our SMS program, we will send you messages regarding our services, updates, policies, and promotional offers. You will receive messages about product updates, service notifications, and special offers. You can opt-out at any time. 
  • Service Provision: To perform the contract we are about to enter into or have entered into with you. 
  • Marketing and Communications: To send you marketing materials and communicate with you about our services. 
  • Prospecting: To analyze your data to understand your preferences and prospects for new clients. 
  • Customer Support: To respond to your inquiries and provide support.


5. Data Storage, Maintenance, and Protection 

We implement appropriate security measures to protect your personal data from being accidentally lost, used, or accessed in an unauthorized way, altered, or disclosed. These measures include: 

  • Data Encryption: Encrypting personal data to protect it from unauthorized access. 
  • Access Controls: Limiting access to personal data to authorized personnel only. 
  • Regular Security Assessments: Conducting regular security assessments to identify and mitigate potential vulnerabilities.


6. Your Rights You have the following rights regarding your personal data: 

  • Access: You can request access to the personal data we hold about you. 
  • Correction: You can request correction of any incomplete or inaccurate data we hold about you. 
  • Erasure: You can request deletion of your personal data where there is no good reason for us to continue processing it. 
  • Objection: You can object to the processing of your personal data where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation that makes you want to object to processing on this ground. 
  • Restriction: You can request restriction of processing of your personal data.


7. Opt-Out Options and Mobile Information

You have the right to opt out of receiving marketing communications from us at any time by: 

  • SMS: Replying "STOP" to any SMS message you receive from us. Email: Clicking the "unsubscribe" link in any email you receive from us. 
  • Account Settings: Updating your preferences in your account settings on our website.

More on mobile information usage, collection, and privacy

  • Our SMS program provides updates, notifications, and promotional messages related to our services. By subscribing to our SMS program, you consent to receive SMS messages at the phone number provided. Message frequency may vary based on your interaction with our service.
  • We do not share your mobile information with third parties or affiliates for marketing or promotional purposes. Additionally, all the categories of personal data mentioned above exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties under any circumstances.However, we may share your data with trusted service providers who assist us in operating our SMS program, provided they agree to keep your data confidential and use it solely for the purpose of providing services on our behalf.
  • You have the right to access, correct, verify, or remove your personal information at any time. To manage your information, please contact us at [Contact Information].
  • Opt-Out Option: If you wish to opt-out of receiving SMS messages, you may do so at any time by replying "STOP" to any of our messages or by contacting us directly at [Contact Information]. Opting out will not affect your other interactions with our services.

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