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:
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