PRIVACY POLICY

Your Privacy Matters

As a strategic business advisory firm, we are committed to safeguarding your data across our website, forms, emails, calls, and SMS communications.

Effective Date: August 2026

Understand Our Data Practices

1. Information We Collect
  • Contact details
  • Business information
  • Communications
  • Website usage (such as IP/device/browser, pages viewed, cookies/analytics)
  • Appointment or intake form data
2. How We Use Information
  • Deliver services and respond to inquiries
  • Schedule and perform administrative operations
  • Improve site and services
  • Compliance and legal obligations
  • Fraud prevention
  • Note: We do not sell sensitive personal info
3. SMS & Messaging

By opting in to our messaging services, you agree to receive SMS communications regarding your appointments, inquiries, and relevant administrative updates. Message frequency varies based on your interactions with us. Mobile information, SMS opt-in data, and messaging consent will not be shared with any third parties or affiliates for marketing or promotional purposes. We do not sell, rent, or share your SMS consent or personal information for any third-party marketing use.

Reply STOP to unsubscribe.
Message and data rates may apply. Reply HELP for assistance.

4. Data Sharing
  • Service providers
  • Legal and compliance
  • Business transfers
  • No sale of personal information
  • No sharing for third-party marketing without consent
5. Data Security

We employ administrative and technical safeguards designed to protect your information against unauthorized access, disclosure, or destruction. However, please note that no method of electronic transmission or data storage is 100% secure.

6. Data Retention

We retain information as long as it is needed for business operations, legal obligations, and dispute resolution. Once the data is no longer necessary, we will securely delete or anonymize it where feasible.

7. Your Choices & Rights
  • Access and update your information
  • Opt-out of marketing emails
  • Adjust cookie controls via your browser settings
  • Submit data requests directly to our team
8. Children's Privacy

Our services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children.

9. Changes to This Policy

We reserve the right to modify this privacy policy at any time. Updates to our privacy practices will be posted directly to this page with an updated effective date.

10. Contact Us

For inquiries regarding our privacy practices or to exercise your data rights, please contact us at:

[email protected]

Jacksonville, Florida