Your privacy matters.

1. Information we collect

Depending on how you interact with us, we may collect:

• Contact information, such as your name, mailing address, email address, and telephone number.
• Appointment information, such as requested dates, times, locations, confirmations, changes, and follow-up requests.
• Information you voluntarily provide during workshops, meetings, forms, telephone calls, or other communications.
• Messaging information, such as your mobile number, consent status, date and method of consent, sent and received messages, delivery status, and opt-out requests.
• Basic website or technical information that may be recorded by our hosting and security providers, such as browser type, device type, IP address, and access time.

2. How we use information

We may use personal information to:

• Respond to questions and provide information you request.
• Schedule, confirm, remind, change, or follow up on appointments.
• Provide client service and maintain business records.
• Operate, secure, and improve our website, communications, and internal systems.
• Comply with applicable legal, regulatory, contractual, recordkeeping, and fraud-prevention obligations.

3. Mobile information and SMS consent

We may provide limited information to service providers that help us deliver and support appointment messages, scheduling, customer relationship management, hosting, security, and recordkeeping. Those providers may use the information only to perform services for us and not for their own marketing.

Our appointment messaging program is optional. Message frequency varies. Message and data rates may apply. You may reply STOP to unsubscribe or HELP for assistance.

4. When information may be disclosed

We may disclose information:

• To service providers acting on our behalf under appropriate confidentiality and security obligations.
• When you direct or authorize us to disclose it.
• To comply with law, legal process, regulatory requests, or to protect rights, safety, property, and security.
• In connection with a business transfer, subject to applicable legal protections.

We do not sell personal information for monetary consideration.

5. Data retention and security

We retain information for as long as reasonably necessary for the purposes described in this policy, including business, legal, regulatory, dispute-resolution, and recordkeeping needs. We use reasonable administrative, technical, and physical safeguards designed to protect information. No system can be guaranteed completely secure.

6. Your choices

• You may decline appointment text messaging without affecting your ability to schedule or receive services.
• You may opt out of text messages at any time by replying STOP.
• You may request assistance by replying HELP or emailing us.
• You may contact us to request correction of inaccurate contact information, subject to applicable legal and recordkeeping requirements.

7. Children’s privacy

Our services and appointment messaging program are intended for adults and are not directed to children under 13. We do not knowingly collect personal information from children under 13 through these pages.

8. Changes to this policy

We may update this policy from time to time. The effective date at the top of the page will show when it was most recently revised.

9. Contact us

Questions or requests concerning this policy may be sent to:

Solutions for Seniors Financial Group
Email: garry@solutionsforseniors.net

For appointment messaging terms, see our SMS Terms & Conditions.