Privacy Policy

Padgett Financial Solutions, LLC

1. Introduction

Padgett Financial Solutions, LLC (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you use our website, submit a contact request, schedule an appointment, or communicate with us through SMS, email, or other channels.

By using our website or opting into our communications, you agree to this Privacy Policy and our Terms and Conditions.


2. Information We Collect

Contact Information

We may collect personal details such as your:

Name

Email address

Phone number

Mailing address (if provided)

This information is collected when you:

Submit a website contact form

Request financial or insurance information

Schedule an appointment

Communicate with us directly


Communications Data

If you consent to receive SMS or email communications, we maintain:

Records of your consent

Messaging preferences

Message history

Opt-out activity


Usage and Device Information

We may use cookies, pixels, and analytics tools to collect website usage information, including:

IP address

Browser/device type

Pages visited

Date/time of visit

Interaction behavior

This helps us improve website functionality and marketing performance.


Appointment and Service Data

If you schedule an appointment or request services, we may collect information related to your request or consultation to better assist you.


3. How We Use Your Information

We use your information to:

Respond to your inquiries and provide requested services

Send appointment confirmations and reminders

Send SMS and email communications you have consented to receive

Provide customer support

Improve our website and marketing effectiveness

Maintain compliance records for consent and opt-outs

Protect against fraud, unauthorized access, or security threats


4. Cookies and Tracking Technologies

We use cookies and similar technologies to personalize your experience and understand how visitors use our website.

You can adjust cookie settings in your browser. Disabling cookies may affect some website functionality.


5. How We Share Your Information

We do not sell your personal information.

We do not share mobile phone numbers, SMS opt-in data, or consent information with third parties or affiliates for marketing or promotional purposes.

We may share information only in the following limited situations:


Service Providers

We may share information with trusted vendors who help operate our business, such as:

Website hosting providers

CRM and scheduling platforms

SMS and email delivery providers

Analytics and technical support tools

These providers may use your information only to perform services on our behalf.


Legal and Safety Requirements

We may disclose information if required by law or when necessary to:

Comply with legal obligations

Protect our rights or property

Protect the safety of users or others


Business Transfers

If Padgett Financial Solutions undergoes a merger, acquisition, or sale of assets, information may be transferred as part of that transaction. Any successor entity will be required to honor this Privacy Policy.


Text Messaging Consent Protection

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Information sharing to subcontractors for support services (such as customer service, messaging platforms, or technical support) is permitted.

All other use cases exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.


6. Your Choices

SMS Opt-Out

You may opt out of SMS messages at any time by replying STOP to any message.

After sending STOP, you will receive a confirmation and will no longer receive SMS messages unless you opt back in.


Email Opt-Out

You may unsubscribe from marketing emails at any time by clicking the unsubscribe link included in the email.


Access, Correction, or Deletion

You may contact us to request:

Access to your personal information

Correction of inaccurate information

Deletion of your data (subject to legal requirements)


7. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your information.

However, no online transmission or storage system can be guaranteed to be 100% secure.


8. Children’s Privacy

Our services are not intended for children under 13 years of age, and we do not knowingly collect personal information from children.


9. Updates to This Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised Last Updated date.


10. Contact Us

If you have questions about this Privacy Policy, please contact:

Padgett Financial Solutions, LLC
Address: 401 Norwood Ave Hartsville South Carolina 29550

Phone: 843-226-1039
Website: https://padgettfinancialsolutions.com/
Contact
Form: https://padgettfinancialsolutions.com/Contact

Padgett Financial Solutions, LLC

Providing educational guidance related to insurance and financial planning topics.

Contact Information

401 Norwood Ave Hartsville South Carolina 29550

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