Privacy Policy

Effective Date: December 10, 2024

Bridge Financial Strategies (“we,” “us,” “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and share your personal information when you interact with our website, services, and communications, including SMS communications. By using our services, you agree to the terms outlined in this Privacy Policy.

Information Collection and Use

We collect and use your information to provide our services and enhance your experience. This includes:

Information You Provide

  • Name, email address, phone number, and other contact details when you sign up for our services, request information, or consent to SMS communications.
  • Financial information and documents necessary for financial planning or advisory services.

Automatically Collected Information

  • IP address, browser type, and website usage data through cookies and similar technologies to improve website functionality and understand user behavior.

SMS Consent and Communication

When you provide your phone number and consent to receive SMS communications, you agree to the following:

  • Types of Messages: You may receive updates related to your services, financial planning reminders, appointment confirmations, or other relevant information.
  • Messaging Frequency: Messages may vary in frequency based on your interactions with our services.
  • Opt-Out: You can opt out of SMS communications at any time by texting “STOP.” For assistance, text “HELP.”
  • Message and Data Rates: Standard messaging and data rates may apply, depending on your mobile carrier.

Information Sharing

We value your privacy and do not share, sell, or rent your information to third parties for marketing purposes. However, we may share your information in the following circumstances:

  • With trusted service providers who assist in delivering our services (e.g., cloud storage providers) and are bound by confidentiality agreements.
  • To comply with legal obligations, enforce our Terms of Service, or protect the rights, property, or safety of our company, clients, or others.

Your Choices

  • Manage Cookies: Adjust your browser settings to limit cookies, but note this may impact website functionality.
  • Update Your Information: Contact us at [Insert Contact Email] to update or correct your information.
  • Opt-Out of SMS: Text “STOP” to opt-out of SMS communications at any time.

Security

We implement appropriate technical and organizational measures to safeguard your information against unauthorized access, disclosure, or loss. However, no security system is impenetrable, and we cannot guarantee complete security.

Children’s Privacy

Our services are not directed at children under 13, and we do not knowingly collect personal information from children. If we learn we have collected information from a child, we will delete it promptly.

Terms of Service

Messaging Services

By subscribing to our SMS communications, you acknowledge and agree to the following:

  • Types of Messages: You may receive updates about financial planning services, appointment reminders, and relevant updates.
  • Messaging Frequency: The frequency of messages may vary.
  • Charges: Standard message and data rates may apply as determined by your mobile carrier.
  • Opt-Out and Help: You can stop receiving messages by texting “STOP” or get help by texting “HELP.”