PRIVACY POLICY
Information We Collect
We may collect the following types of personal information:
- Name
- Email address
- Phone number
- Mailing address
- Communication preferences
- Information voluntarily provided through forms, events, and consultations
How We Use Your Information
We use the information you provide to:
- Communicate with you about our services
- Send appointment reminders, educational content, and marketing offers
- Process requests and schedule consultations
- Improve our website and user experience
Text Messaging (A2P Compliance)
By providing your mobile number and opting in, you consent to receive automated marketing text messages (A2P SMS/MMS) from Peace of Mind Financial.
- Message frequency may vary.
- Message and data rates may apply.
- You may opt out at any time by replying STOP.
- Reply HELP for help.
We will never share your mobile number or personal information with third parties for their own marketing purposes without your explicit consent.
Data Sharing and Protection
We do not sell or rent your information. We may share it with trusted service providers (e.g., CRM systems, text messaging platforms) who assist in delivering our services. Your data is stored securely and encrypted where possible.
Your Rights
You have the right to:
- Access, update, or delete your personal information
- Opt-out of marketing communications at any time
- Request a copy of your data
Please contact us at brett@pom-financial.com to exercise your rights.
Contact Us
If you have any questions about this policy, please contact us at:
Peace of Mind Financial
Email: brett@pom-financial.com
Phone: (815) 970-3528
This Privacy Policy is effective as of July [x], 2024.
