Privacy Policy

1. Who We Are

LUCID MGMT LLC is a financial services firm based in Miami, FL, providing tax preparation, credit strategy, and funding solutions to individuals and businesses across all 50 states, both nationwide and virtually.

2. Information We Collect

We may collect the following information when you interact with us:

• Contact information such as your name, email address, phone number, and mailing address.
• Information you submit through our website forms, consultation requests, or checklists.
• Financial and tax-related documents you voluntarily provide to us in connection with our services.
• Technical information such as your IP address, browser type, and pages visited, collected automatically through cookies and similar technologies.

3. How We Use Your Information

We use the information we collect to:

• Provide, manage, and improve our tax preparation, credit strategy, and funding services.
• Respond to your inquiries and schedule consultations.
• Send you service-related and, where you have consented, marketing text messages and emails.
• Comply with legal, tax, and regulatory obligations.

4. SMS/Text Messaging and Mobile Information

When you provide your mobile number and opt in to receive text messages, you expressly consent to receive recurring SMS/MMS messages from LUCID MGMT LLC, which may be sent using an automatic telephone dialing system. These messages relate to the type of communication you consented to, such as appointment reminders, service updates, account notifications, and, where separately consented, promotional messages.

Message frequency varies. Message and data rates may apply. You can opt out of text messages at any time by replying STOP to any message. For assistance, reply HELP or contact us at admin@thelucidwealth.com.

Consent to receive text messages is not a condition of purchasing any property, goods, or services. We are not liable for delayed or undelivered messages resulting from carrier filtering, network limitations, or other technical issues.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

5. How We Share Your Information

We do not sell, rent, or trade your personal information. We may share your information only:

Where a matter calls for a licensed professional, we may refer you to a trusted partner; we will not transfer your information to any such partner without your consent.

• With trusted service providers and subcontractors who perform support services on our behalf, such as customer service or software providers, and who are bound to protect your information.
• When required by law, regulation, legal process, or governmental request.
• To protect the rights, property, or safety of LUCID MGMT LLC, our clients, or others.

6. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

7. Data Retention

We retain your personal information for as long as necessary to provide our services, comply with our legal and tax obligations, resolve disputes, and enforce our agreements.

8. Your Rights and Choices

Depending on your location, you may have the right to access, correct, or request deletion of your personal information, and to opt out of certain communications. To exercise these rights, contact us at admin@thelucidwealth.com. You may unsubscribe from marketing emails at any time using the link in those emails, and from text messages by replying STOP.

9. Children's Privacy

Our website and services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date.

11. Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please contact us: