Legal & Compliance
Disclaimer
WeLynkU Financials provides tax preparation, bookkeeping, notary services, and life insurance guidance. We do not provide legal advice.
Tax information provided is general unless provided under a signed engagement agreement. Insurance products are offered through licensed agents and are subject to underwriting and carrier approval.
Do not submit sensitive personal or financial documents through the general contact form. Use our secure upload portal for document submission.
Data Security
We take data security seriously. All client information is handled confidentially and shared only as necessary to complete requested services. Secure systems are used for document submission and storage.