Privacy Policy

    Last Updated: January 1, 2026

    Strong Point Financial ("we," "our," or "us") is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, interact with us online, or engage our services.

    By using this website, you agree to the terms of this Privacy Policy.

    Information We Collect

    We may collect the following types of information:

    Personal Information

    Information you voluntarily provide, including but not limited to:

    • Name
    • Email address
    • Phone number
    • Mailing address
    • Date of birth
    • Financial information provided through forms, calculators, or consultations
    • Any information submitted through contact forms, appointment requests, downloads, or questionnaires

    Automatically Collected Information

    When you visit our website, we may automatically collect:

    • IP address
    • Browser type and version
    • Device type
    • Pages visited and time spent on the site
    • Referring website or advertisement

    This data is collected through cookies, tracking pixels, analytics tools, and similar technologies.

    How We Use Your Information

    We use the information we collect to:

    • Respond to inquiries and requests
    • Schedule and conduct consultations
    • Deliver requested resources, guides, or educational materials
    • Provide financial planning, insurance, and investment-related services
    • Improve our website, services, and user experience
    • Communicate updates, marketing messages, or educational content (you may opt out at any time)
    • Comply with legal, regulatory, and compliance requirements

    Sharing of Information

    We do not sell your personal information.

    We may share information with:

    • Service providers who assist with website hosting, CRM systems, email communications, analytics, or marketing automation
    • Licensed professionals we work with (such as CPAs, estate planning attorneys, or custodians) when necessary to provide services
    • Regulatory authorities or legal entities when required by law or compliance obligations

    All third parties are required to maintain the confidentiality of your information.

    Cookies and Tracking Technologies

    We use cookies and similar technologies to:

    • Analyze website traffic and usage patterns
    • Improve functionality and performance
    • Track marketing campaign effectiveness

    You may disable cookies through your browser settings; however, some website features may not function properly.

    Data Security

    We implement administrative, technical, and physical safeguards designed to protect your personal information. While no system is 100% secure, we take reasonable steps to protect your data from unauthorized access, misuse, or disclosure.

    Your Privacy Rights

    Depending on your location, you may have the right to:

    • Request access to your personal information
    • Request corrections or updates
    • Request deletion of certain information, subject to legal and regulatory requirements
    • Opt out of marketing communications

    To exercise these rights, contact us using the information below.

    Third-Party Links

    Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage you to review their privacy policies separately.

    Children's Privacy

    Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

    Changes to This Policy

    We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

    Contact Information

    If you have questions about this Privacy Policy or how we handle your information, please contact:

    Strong Point Financial

    6052 Turkey Lake Rd.

    Orlando, FL 32819

    Phone: (800) 329-8475

    Email: Marketing@SPFAdvisors.com

    SMS/Text Messaging

    Strong Point Financial Concierge may send SMS/text messages to clients and prospects who have provided their phone number and opted in to receive messages. Below is important information about our SMS messaging program.

    Types of Messages We Send

    • Appointment reminders and confirmations
    • Service updates and account notifications
    • Event and workshop notifications
    • Responses to your inquiries
    • Concierge service communications

    Message Frequency

    Message frequency varies based on your interactions, requests, and scheduled events. You may receive more messages around appointment times or event dates.

    Message & Data Rates

    Standard message and data rates may apply depending on your mobile carrier and plan. Strong Point Financial does not charge for SMS messages, but your carrier may.

    How to Opt Out

    You can opt out of receiving text messages at any time by replying STOP to any message. After you send STOP, you may receive one final confirmation message. You will no longer receive text messages from us unless you opt in again.

    How to Get Help

    If you need assistance with our SMS program, reply HELP to any message, or contact us directly:

    Consent Is Not a Condition of Purchase

    Providing your consent to receive SMS messages is not required to purchase any products or services from Strong Point Financial. You may choose not to opt in and still receive all services through other communication channels.

    Contact Information for SMS Program Questions

    For any questions about our SMS messaging program, please contact:

    Strong Point Financial

    6052 Turkey Lake Rd., Orlando, FL 32819

    Phone: (800) 329-8475

    Email: Marketing@SPFAdvisors.com

    Strong Point Financial Concierge — SMS Messaging Terms

    Program name:

    Strong Point Financial Concierge

    Program description:

    By opting in, you agree to receive SMS/text messages from Strong Point Financial Concierge related to appointment scheduling and confirmations, responding to your inquiries, and concierge service communications.

    Message frequency:

    Message frequency varies based on your interactions and requests.

    Cost:

    Message and data rates may apply.

    Opt-in:

    You may opt in by submitting your phone number through our web forms (including lead forms) and checking the box/otherwise agreeing to receive text messages from us.

    Opt-out:

    Reply STOP at any time to cancel. After you send STOP, you may receive one additional message confirming your opt-out.

    Help:

    Reply HELP for help, or contact:

    Privacy:

    We respect your privacy. See our Privacy Policy for details on how we collect and use information.

    Supported carriers:

    Carriers are not liable for delayed or undelivered messages.

    Eligibility:

    You must be an authorized user of the mobile number you provide.

    Changes:

    We may update these SMS Terms from time to time by posting an updated version on this page.