All the below categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services.
Effective Date: May 1, 2025
At Ascent Financial Solutions, we value your privacy and are committed to safeguarding the information you share with us. This Privacy Policy explains how we collect, use, and protect your personal data.
1. Information We Collect
We may collect the following information:
Name, phone number, and email address
Appointment or consultation details
Communication history via phone, SMS, or email
Payment and invoice details (processed securely through third-party providers)
Website usage data, form submissions, or analytics (via cookies or similar technologies)
2. How We Use Your Information
We use your information to:
Schedule and confirm appointments or consultations
Communicate about service updates or changes
Send invoices, confirmations, or reminders
Provide educational or promotional content (only with consent)
Improve client experience and service delivery
3. SMS Compliance
By submitting your phone number, you agree to receive automated SMS communications from Ascent Financial Solutions, including:
Appointment confirmations and reminders
Service or consultation updates
Invoicing or feedback requests
Optional promotional updates (with consent)
Reply STOP to unsubscribe. Reply HELP for support.
Message and data rates may apply. Message frequency may vary.
We comply with A2P 10DLC, TCPA, and CAN-SPAM standards. Consent is not required as a condition of service.
4. Data Sharing
We do not sell or rent your personal information.
Your data may be shared with trusted partners such as:
Secure payment processors (for billing)
Scheduling, SMS, or email platforms
Authorized consultants or advisors working with Ascent Financial Solutions
All third parties are required to protect your data and use it only for agreed-upon purposes.
5. Data Protection
We use secure systems and encryption where applicable to protect your data. However, no system is completely immune to risks. We recommend avoiding the transmission of sensitive information through text messages.
All the below categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services.
6. Your Rights
You have the right to:
Access or correct your personal data
Opt out of communications at any time
Request deletion of your data (unless legally required to retain it)
