PRIVACY POLICY

Effective Date: January 1, 2027

Last updated March 23, 2026

Welcome to Cliff Jones Financial Strategies Privacy Policy (the “Website”), operated by Cliff Jones Financial Strategies (“Company,” “we,” “us,” or “our”). Your privacy is important to us. This Privacy Policy explains how we collect, use, protect, and disclose personal information when you use our Website and related online services (collectively, the “Services”).

This Privacy Policy applies only to users located in the United States.

By accessing or using the Website or Services, you agree to this Privacy Policy.

1. Information We Collect

1.1 Information You Provide Voluntarily

We may collect personal information you voluntarily provide, including but not limited to:

Full name
Email address
Mobile phone number
Business name
Website URL
Appointment or inquiry details
Information submitted through forms, surveys, chat, or bookings

Providing personal information is voluntary; however, certain services may not be available without it.

1.2 Automatically Collected Information

When you visit the Website, we may automatically collect non-personal information such as:

IP address
Browser type and version
Device type and operating system
Pages viewed and time spent
Referring and exit URLs
Approximate location derived from IP address

This data is used for analytics, security, and Website optimization.

1.3 Cookies and Tracking Technologies

We may use cookies, pixels, and similar technologies to support Website functionality, analytics, security, and remarketing. You can disable cookies through your browser settings.

Message and data rates may apply.

Reply HELP for help or contact us at:

Email: [email protected]

Phone: +1 (516) 716-0551

2. HOW WE USE YOUR INFORMATION

We use the information we collect to:

Provide and deliver services you request
Respond to inquiries and provide customer support
Schedule and manage appointments
Send transactional communications
Send email communications in compliance with U.S. CAN-SPAM laws
Send SMS/text messages only with valid opt-in consent
Improve Website performance and user experience
Comply with legal and regulatory obligations

We do not sell your personal information.

3. EMAIL MARKETING COMPLIANCE

If you provide your email address, we may send transactional emails and promotional emails where permitted by law. All marketing emails include a clear unsubscribe option. You may opt out of marketing emails at any time.

Opting out of marketing emails does not prevent delivery of transactional emails necessary to provide requested services.

4. TEXT / SMS MESSAGING POLICY (A2P / TCPA / CTIA)

4.1 Program Description

If you opt in, you may receive text messages from Cliff Jones, including:

Transactional messages (appointment confirmations, reminders, service updates)
Promotional messages (marketing offers, announcements, educational content), only with explicit consent

4.2 Consent

By providing your mobile number and opting in, you provide express written consent to receive text messages. Consent is not a condition of purchase and is collected through a clear, unchecked opt-in mechanism.

4.3 Message Frequency

Message frequency varies depending on your interaction with our Services.

4.4 Fees

Message and data rates may apply.

4.5 Opt-Out

You may opt out at any time by replying STOP. You may receive one final confirmation message after opting out.

4.6 Help

Reply HELP for help or contact us at:

Email: [email protected]

Phone: (516) 716-0551

4.7 Transactional vs Promotional Messages

Transactional messages may be sent to fulfill services you request. Promotional messages are sent only with explicit opt-in and stop immediately upon opt-out.

4.8 Opt-In Confirmation

After opting in, you will receive a confirmation message that includes program details, business identity, message frequency, message and data rate disclosure, STOP/HELP instructions, and customer support contact information.

5. MOBILE INFORMATION SHARING

No mobile information (including phone numbers, SMS opt-in data, or consent records) will be shared with third parties or affiliates for marketing or promotional purposes.

Text messaging originator opt-in data and consent will never be shared with third parties.

6. LIMITED SHARING WITH SERVICE PROVIDERS

We may share information with trusted service providers solely to operate our business (such as CRM platforms, SMS providers, hosting services, analytics tools). These providers are contractually obligated to protect your information and may not use it for their own marketing.

7. THIRD-PARTY LINKS AND REMARKETING

The Website may contain links to third-party websites. We are not responsible for their content or privacy practices. We may use third-party advertising platforms (such as Google) for remarketing purposes.

8. DATA SECURITY

We implement reasonable administrative, technical, and physical safeguards to protect personal information. No system is completely secure.

9. DATA RETENTION

We retain personal information only as long as necessary to provide services, comply with legal obligations, resolve disputes, and enforce agreements.