At Ascent Financial Solutions, we value your privacy and are committed to safeguarding the information you share with us. This 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/data rates may apply. Frequency may vary.
We comply with A2P 10DLC, TCPA, and CAN-SPAM standards. Consent is not required for 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
All third parties are required to protect your data and use it only for agreed purposes.
5. Data Protection
We use secure systems and encryption where applicable to protect your data. However, no system is completely immune to risks, so we advise avoiding sensitive details in text messages.
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)
