Privacy Policy
Effective Date: 3.23.26
IMPORTANT NOTICE REGARDING TEXT MESSAGING DATA
Anne King – Financial Solutions Professional ("we," "us," or "our") DOES NOT share customer opt-in information, including phone numbers and consent records, with any affiliates or third parties for marketing, promotional, or any other purposes unrelated to providing our direct services. All text messaging originator opt-in data is kept strictly confidential.
1. Information We Collect
We collect the following types of information:
Personal Information:
Name, email address, phone number, and physical address
Payment information when you request services or consultations
Opt-in records and timestamps for all communication channels (SMS, email, etc.)
Non-Personal Information:
IP address, browser type, device information
Website usage patterns and analytics
Cookies and similar technologies
Customer Communication:
Records of inquiries and service requests
Appointment details and preferences
Service history and feedback
2. How We Use Your Information
We use collected information to:
Providing and managing financial consultation services
Processing service requests and client communications
Communicate with you about inquiries, appointments, and promotions
Enhancing website functionality and user experience
Maintaining records of your communication preferences and consent
Ensuring security and preventing fraudulent activity
3. SMS Messaging & Compliance
Text Message Program Terms & Conditions:
By opting into our SMS messaging services, you agree to receive text messages related to our services, including appointment confirmations, reminders, and customer support communications.
Opt-In & Consent:
You will only receive messages if you have explicitly opted in
Opt-in is collected through web forms with a dedicated SMS consent checkbox
We maintain timestamped records of all opt-in actions
We comply with the Telephone Consumer Protection Act (TCPA) and applicable regulations
Opt-Out Instructions:
You can cancel SMS notifications at any time by replying "STOP"
You will receive a confirmation message and no further messages will be sent
To rejoin, you must opt in again through the original method
Message Frequency & Content:
Message frequency varies based on your interaction with our services
Messages will be directly related to your appointments and service requests
No promotional messages are sent without explicit consent
Help & Support:
Reply "HELP" for assistance
Or contact us at: [email protected]
Customer support is available during business hours
Carrier Information:
Standard message and data rates may apply
Carriers are not liable for delayed or undelivered messages
Supported carriers include AT&T, Verizon, T-Mobile, Sprint, and regional carriers
SMS Data Protection:
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted.
All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
We implement strict data protection measures to safeguard SMS opt-in information and consent records.
4. Information Sharing & Disclosure
We do not sell, rent, or trade personal information. Information may be shared with:
Service Providers:
Third-party vendors assisting with operations (e.g., scheduling systems, CRM tools)
SMS service providers solely for delivering messages you have consented to receive
All service providers are required to maintain confidentiality and security
Legal Compliance:
When required by law or legal process
To protect our rights, property, or safety
In response to valid law enforcement requests
Business Transfers:
In the event of a merger, acquisition, or business restructuring
Your information remains protected under this policy
Note: SMS opt-in data and consent is never shared, except with SMS service providers.
5. Data Security
We implement reasonable security measures:
Encryption of sensitive data
Secure access controls
Regular security assessments and updates
Employee data protection training
Breach notification protocols
Backup and disaster recovery systems
Despite precautions, no online transmission or storage is 100% secure.
6. Cookies & Tracking Technologies
We use cookies to:
Analyze site traffic and user behavior
Remember preferences
Improve website functionality and user experience
Measure service effectiveness
You may manage cookies through browser settings. Disabling cookies may limit functionality.
7. Your Rights & Choices
You have the right to:
Access, update, or delete personal information
Opt-out of marketing emails (“unsubscribe”)
Opt-out of SMS messages (“STOP”)
Request information on data processing
Withdraw consent for future communications
Lodge a complaint with supervisory authorities
Contact us to exercise these rights using Section 10 information.
8. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for their privacy practices.
This Privacy Policy applies only to Anne King – Financial Solutions Professional.
9. Changes to This Privacy Policy
We may update this policy periodically. Latest version always available on our website with the effective date. Significant changes will be notified by email or website notice.
Contact Us
If you have questions about this Privacy Policy or how your information is handled, contact us at:
Anne King – Financial Solutions Professional
Phone:{(518) 633-1121
Email: [email protected]
Website: https://anne-king.com
Copyright 2026. Anne King- Financial Solutions Professional. All rights reserved.
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