Privacy Policy

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 Effective Date: January 1st, 2018
Website: https://trustpointefinancials.com

Trust Pointe Financial Services Inc., doing business as Trust Pointe Tax and Financial Advisory ("we," "our," or "us"), is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and share your personal information and your rights related to that information.

We may collect the following categories of personal information from you:

• Contact Information: Name, phone number, email address, physical address
• Tax & Financial Data: Social Security Number (SSN), tax records, income details, business financials
• Digital Information: IP address, browser type, device identifiers, and activity on our website
• Communication Preferences: SMS opt-in status and consent timestamps
   

We use your personal information to:

• Deliver tax, bookkeeping, and advisory services
• Respond to inquiries and provide customer support
• Send appointment reminders, tax deadlines, and service updates via SMS and email
• Improve our services and user experience
• Comply with legal, tax, and regulatory requirements
• Send limited promotional offers (only with your consent)
   

We do not sell your personal information. We only share your data with:

• Trusted service providers (e.g., cloud storage, scheduling, payment processors) under strict confidentiality
• Tax authorities (e.g., IRS, state agencies) when required
• Internal staff and contractors for service delivery
• Third parties only with your explicit permission
   

We use SMS to communicate important information about your services, such as appointment reminders, document requests, and deadline alerts.

SMS consent is not shared with third parties or affiliates for marketing purposes.
 

You can opt out at any time by replying STOP to any message or by contacting us directly.

You have the right to:

• Access, update, or correct your personal information
• Withdraw consent for marketing communication 
• Request deletion of your data (subject to record retention laws) 
• File a complaint if you believe your rights have been violated
   

To exercise these rights, email admin@trustpointefinancials.com

We use secure data storage, encryption, and limited-access controls to protect your information. Our systems follow industry standards and best practices.

We use cookies and analytics tools to enhance your browsing experience. You may adjust your browser settings to decline cookies, though it may affect site functionality.

We reserve the right to update this policy as needed. Any updates will be posted at https://trustpointefinancials.com/privacy-policy. Continued use of our services constitutes acceptance of the revised policy.

Trust Pointe Financial Services Inc.
101 Austin Blvd Ste 800 PMB 1008
Red Oak, TX 75154
📞 888-316-8667
📧 admin@trustpointefinancials.com
🌐 https://trustpointefinancials.com