PRIVACY POLICY | Goldberg2

At Financial & Tax Strategies, LLC ("we," "us," or "our"), your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your phone number when you share it with us through our website, events, consultations, or other services.

1. Information We Collect

We may collect your phone number when you:

Submit a form on our website (e.g., www.CheckWithGary.com)
Schedule a consultation or appointment
Register for seminars or webinars
Contact us directly by phone or text
Subscribe to our updates or newsletters

2. How We Use Your Phone Number

We may use your phone number to:

Confirm appointments and send reminders
Respond to inquiries or provide requested information
Share updates about services, events, or important deadlines
Send occasional promotional messages about retirement planning, tax strategies, and related topics
Communicate urgent or time-sensitive matters

We will never sell, rent, or share your phone number with third parties for marketing purposes without your explicit consent.

3. Text Messaging

If you opt in to receive text messages, you may receive occasional texts from us regarding appointment reminders, important updates, or promotional content. Message and data rates may apply depending on your carrier. You can opt out of text messages at any time by replying "STOP."

4. Your Choices

You can opt out of communications at any time by:

Replying “STOP” to any text message
Calling us at 800-966-1690
Emailing us at [Insert Contact Email]

5. Security

We implement reasonable security measures to protect your phone number and other personal information from unauthorized access or disclosure.

6. Updates to This Policy

We may update this policy from time to time. Any changes will be posted on our website with an updated effective date.

7. Contact Us

If you have questions or concerns about this policy or your information, please contact us at:

Financial & Tax Strategies, LLC
Website: www.CheckWithGary.com
Phone: 800-966-1690