5F Financial, LLC Effective Date: September 1, 2025
We value your privacy and are committed to protecting the information you share with us. This policy explains how we collect, use, and safeguard your data.
1. Information We Collect
We may collect:
Name, phone number, and email address
Business or financial details provided during consultations
Communication history via phone, text, or email
Payment and invoice information (processed securely via third parties)
Website usage, form submissions, or analytics data
2. How We Use Your Information
We use your information to:
Schedule and confirm appointments or consultations
Communicate about financial services, updates, or changes
Send invoices, confirmations, or reminders
Share financial resources, tips, or promotions (only with consent)
Improve our services and client experience
3. SMS Compliance
By submitting your phone number, you agree to receive automated SMS communications from 5F Financial, LLC regarding:
Appointment reminders and updates
Session follow-ups or status updates
Invoicing or feedback requests
Financial insights or promotions (optional)
Reply STOP to unsubscribe
Reply HELP for support
Message/data rates may apply
Message frequency may vary
We comply with A2P 10DLC, TCPA, and CAN-SPAM standards. Consent is not required for service.
4. Data Sharing
We do not sell or rent your personal information. Your data may be shared with:
Secure payment processors (for billing)
Scheduling platforms and SMS/email services
Independent consultants or advisors working with 5F Financial, LLC
All vendors and partners are required to safeguard your data and not misuse it.
5. Data Protection
We use secure systems, encryption, and access controls where applicable to protect your information. However, no system is entirely immune, so we recommend avoiding sensitive personal identifiers in text messages.
6. Your Rights
You have the right to:
Access or correct your personal data
Unsubscribe from communications at any time
Request deletion of your data, unless we are legally required to retain it
